DFX Intelligence

RIA Intelligence

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Firm absorbed

3 advisors left T•• H•••••••• G•••• for T•••••••• W••••• A•••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Alexis Whitney OlianSan Francisco, CaJan 16, 2025Feb 5, 2025
Diane Susan BourdoSan Francisco, CaJan 16, 2025Feb 5, 2025
Hallie Elizabeth KrausSan Francisco, CaJan 16, 2025Feb 5, 2025
The rule
Registrations ended
Jan 16, 2025
Registered next
Feb 5, 2025
Branch state
CA
Cities
1, most in San Francisco, Ca
Registered there that day
3 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of T•• H•••••••• G••••Other teams into T•••••••• W••••• A•••••••