DFX Intelligence

RIA Intelligence

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Firm absorbed

4 advisors left P••••••• A••••••• L•• for N•••••••• P•••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Audrey Ellen GrubmanSan Francisco, CaJul 17, 2025Jul 1, 2025
Bradford Daniel StimpsonSan Francisco, CaJul 17, 2025Jul 1, 2025
Charles Otto BenzigerSan Francisco, CaJul 17, 2025Jul 1, 2025
Rael RubinSan Francisco, CaJul 17, 2025Jul 1, 2025
The rule
Registrations ended
Jul 17, 2025
Registered next
Jul 1, 2025
Branch state
CA
Cities
1, most in San Francisco, Ca
Registered there that day
4 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of P••••••• A••••••• L••Other teams into N•••••••• P•••••••• L••