DFX Intelligence

RIA Intelligence

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Firm absorbed

3 advisors left B•••••• W••••• L•• for 3••••• W••••• P••••••• L••

independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Alexander M CohenScottsdale, AzOct 8, 2025Oct 1, 2025
Brandon Michael ScottScottsdale, AzOct 8, 2025Oct 1, 2025
Jacob Tyler HallScottsdale, AzOct 8, 2025Oct 1, 2025
The rule
Registrations ended
Oct 8, 2025
Registered next
Oct 1, 2025
Branch state
AZ
Cities
1, most in Scottsdale, Az
Registered there that day
6 (people still on IAPD; an estimate)
Share of that headcount
50%
Succession by the destination
none on the tape
Other teams out of B•••••• W••••• L••Other teams into 3••••• W••••• P••••••• L••