DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Firm absorbed
3 advisors left L••••••• A•••• M••••••••• L•• for E• W••••• A•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Harlan Myles Flint | Santa Fe, Nm | Mar 23, 2026 | Feb 17, 2026 |
| Jasmine Nicole Bair | Santa Fe, Nm | Mar 23, 2026 | Mar 16, 2026 |
| Martin J Rodriguez | Santa Fe, Nm | Mar 23, 2026 | Feb 24, 2026 |
The rule
- Registrations ended
- Mar 23, 2026
- Registered next
- Feb 17, 2026 to Mar 16, 2026
- Branch state
- NM
- Cities
- 1, most in Santa Fe, Nm
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 75%
- Succession by the destination
- none on the tape