DFX Intelligence
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Firm absorbed
5 advisors left W••••••• W••••• P••••••• for B••••• P••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Annette Eriksen Brinton | Sausalito, Ca | Jul 8, 2025 | Jul 18, 2025 |
| Charles Lee Bowes | Larkspur, Ca | Jul 8, 2025 | Jul 18, 2025 |
| Courtney Brooke Hutchinson | Novato, Ca | Jul 8, 2025 | Jul 15, 2025 |
| Rachel Ann Calvert Sowers | Mill Valley, Ca | Jul 8, 2025 | Jul 21, 2025 |
| Rania Ghawi | Mill Valley, Ca | Jul 8, 2025 | Jul 30, 2025 |
The rule
- Registrations ended
- Jul 8, 2025
- Registered next
- Jul 15, 2025 to Jul 30, 2025
- Branch state
- CA
- Cities
- 5, most in Novato, Ca
- Registered there that day
- 7 (people still on IAPD; an estimate)
- Share of that headcount
- 71%
- Succession by the destination
- none on the tape