DFX Intelligence
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Firm absorbed
6 advisors left C••••••• W••••• M••••••••• G••••• L•• for C••••••• W••••• M••••••••• G••••• I•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Devon A. Gaines | Bend, Or | Jul 28, 2026 | Feb 27, 2026 |
| James Michael Conrads | Bend, Or | Jul 28, 2026 | Feb 27, 2026 |
| Kevin John Serrapede | Bend, Or | Jul 28, 2026 | Feb 27, 2026 |
| Loren Thomas Gard | Bend, Or | Jul 28, 2026 | Feb 27, 2026 |
| Ronald Raymond Stoner | Bend, Or | Jul 28, 2026 | Mar 2, 2026 |
| Tiffany Michelle Setzke Forste | Bend, Or | Jul 28, 2026 | Feb 27, 2026 |
The rule
- Registrations ended
- Jul 28, 2026
- Registered next
- Feb 27, 2026 to Mar 2, 2026
- Branch state
- OR
- Cities
- 1, most in Bend, Or
- Registered there that day
- 7 (people still on IAPD; an estimate)
- Share of that headcount
- 86%
- Succession by the destination
- none on the tape