DFX Intelligence

RIA Intelligence

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Firm absorbed

4 advisors left E•••••• A•••• M••••••••• L•• for E•••••• F••••••••• L•• D•• E•••••• A•••• M•••••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
David Bell SherwoodCarmel, CaApr 23, 2026Apr 28, 2026
Joann Russo DonangeloCarmel, CaApr 23, 2026Apr 28, 2026
Laura Jean KellySanta Cruz, CaApr 23, 2026Apr 28, 2026
Patrick Thomas CollinsMonterey, CaApr 23, 2026Apr 28, 2026
The rule
Registrations ended
Apr 23, 2026
Registered next
Apr 28, 2026
Branch state
CA
Cities
3, most in Carmel, 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 E•••••• A•••• M••••••••• L••Other teams into E•••••• F••••••••• L•• D•• E•••••• A•••• M•••••••••