DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
2 advisors left I••••••••• P••••••••• A•••••••• L•• for T•• M••••• G••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Ann Elizabeth Garcia | Portland, Or | Jul 18, 2025 | Jul 18, 2025 |
| Scott Michael Emblen | Portland, Or | Jul 18, 2025 | Jul 18, 2025 |
The rule
- Registrations ended
- Jul 18, 2025
- Registered next
- Jul 18, 2025
- Branch state
- OR
- Cities
- 1, most in Portland, Or
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape