DFX Intelligence
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Firm absorbed
3 advisors left V•••••• W••••• M••••••••• I••• for H•• I••••••••• P•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian C Wells | Folsom, Ca | Dec 31, 2025 | Jun 23, 2025 |
| Jerry Arnold Verseput | Folsom, Ca | Dec 31, 2025 | Jun 23, 2025 |
| Tyler Nguyen | Folsom, Ca | Dec 31, 2025 | Jun 18, 2025 |
The rule
- Registrations ended
- Dec 31, 2025
- Registered next
- Jun 18, 2025 to Jun 23, 2025
- Branch state
- CA
- Cities
- 1, most in Folsom, 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