DFX Intelligence

RIA Intelligence

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Firm absorbed

4 advisors left R•••• A••••••• S•••••••• I••• for O•••• W•••••• I•••

othertoBD affiliatedOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Eric Gregory ScheinbaumRedlands, CaMar 6, 2026May 18, 2012
Jason Thomas GriffinWoodland Hills, CaMar 6, 2026Feb 26, 2015
Lisa Marie LyonsWoodland Hills, CaMar 6, 2026Feb 26, 2015
Thomas Jung Jin KimWoodland Hills, CaMar 6, 2026Aug 15, 2005
The rule
Registrations ended
Mar 6, 2026
Registered next
Aug 15, 2005 to Feb 26, 2015
Branch state
CA
Cities
2, most in Woodland Hills, Ca
Registered there that day
5 (people still on IAPD; an estimate)
Share of that headcount
80%
Succession by the destination
none on the tape
Other teams out of R•••• A••••••• S•••••••• I•••Other teams into O•••• W•••••• I•••