DFX Intelligence
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Firm absorbed
6 advisors left M••••••• P•••••• W•••••• I••• for C••••••• P•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Cristofer Andres Cabanillas | Monterey, Ca | Apr 21, 2025 | Apr 1, 2025 |
| Gary Eugene Douglas Alt | Pleasanton, Ca | Apr 21, 2025 | Apr 1, 2025 |
| Hannah Dee Rogge | Monterey, Ca | Apr 21, 2025 | Apr 1, 2025 |
| Julie Olson Roth | Monterey, Ca | Apr 21, 2025 | Apr 1, 2025 |
| Mark W Kooiman | Monterey, Ca | Apr 21, 2025 | Apr 1, 2025 |
| Spencer Harvey Lloyd | Monterey, Ca | Apr 21, 2025 | Apr 1, 2025 |
The rule
- Registrations ended
- Apr 21, 2025
- Registered next
- Apr 1, 2025
- Branch state
- CA
- Cities
- 2, most in M•••••••, Ca
- Registered there that day
- 7 (people still on IAPD; an estimate)
- Share of that headcount
- 86%
- Succession by the destination
- none on the tape