DFX Intelligence
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Firm absorbed
6 advisors left S•••••••• W••••• A••••••• for P•••••••• W••••• P•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Edward Francis Lux | Carmel, In | Dec 10, 2025 | Aug 1, 2025 |
| Joshua Dee Brumbaugh | Carmel, In | Dec 10, 2025 | Aug 1, 2025 |
| Marion Eugene Shore | Carmel, In | Dec 10, 2025 | Aug 1, 2025 |
| Mark Edward Lux | Carmel, In | Dec 10, 2025 | Aug 1, 2025 |
| Robert Jay Bumbalough | Carmel, In | Dec 10, 2025 | Aug 1, 2025 |
| Vicki Jean Kelsey | Carmel, In | Dec 10, 2025 | Aug 1, 2025 |
The rule
- Registrations ended
- Dec 10, 2025
- Registered next
- Aug 1, 2025
- Branch state
- IN
- Cities
- 1, most in Carmel, In
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape