DFX Intelligence

RIA Intelligence

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Firm absorbed

5 advisors left N••• W••••• M••••••••• for T•• M••••• G••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
George Paul MccuenNapa, CaDec 8, 2025Nov 20, 2025
Patrick Andrew MccuenSan Diego, CaDec 8, 2025Nov 20, 2025
Robert John BlanusaNapa, CaDec 8, 2025Dec 22, 2025
Timothy Lee AylesLoomis, CaDec 8, 2025Nov 20, 2025
Tonya WestNapa, CaDec 8, 2025Nov 20, 2025
The rule
Registrations ended
Dec 8, 2025
Registered next
Nov 20, 2025 to Dec 22, 2025
Branch state
CA
Cities
3, most in N•••, Ca
Registered there that day
5 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of N••• W••••• M•••••••••Other teams into T•• M••••• G••••• L••