DFX Intelligence
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Firm absorbed
5 advisors left B••••••••• C•••••• M••••••••• L•• for L•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Ashish Paresh Patel | Menlo Park, Ca | Jun 6, 2025 | Jun 3, 2025 |
| Christian Samuel Tiscareno | Menlo Park, Ca | Jun 6, 2025 | Jun 3, 2025 |
| Janice Mitsuko Osugi | Menlo Park, Ca | Jun 6, 2025 | Jun 3, 2025 |
| Laura Joan Braverman | Menlo Park, Ca | Jun 6, 2025 | May 31, 2025 |
| Sanjeev Sardana | San Mateo, Ca | Jun 6, 2025 | Jun 3, 2025 |
The rule
- Registrations ended
- Jun 6, 2025
- Registered next
- May 31, 2025 to Jun 3, 2025
- Branch state
- CA
- Cities
- 2, most in Menlo Park, 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