DFX Intelligence
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Firm absorbed
6 advisors left C••••• C••••••• L•• for A•••••••• C•••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jessica Cafferata | La Jolla, Ca | May 15, 2025 | May 5, 2025 |
| Ryan James Callan | La Jolla, Ca | May 15, 2025 | May 5, 2025 |
| Timothy Smith Callan | La Jolla, Ca | May 15, 2025 | Apr 24, 2025 |
| Trevor Michael Callan | La Jolla, Ca | May 15, 2025 | Apr 17, 2025 |
The rule
- Registrations ended
- May 15, 2025
- Registered next
- Apr 17, 2025 to May 5, 2025
- Branch state
- CA
- Cities
- 1, most in La Jolla, Ca
- Registered there that day
- 7 (people still on IAPD; an estimate)
- Share of that headcount
- 86%
- Succession by the destination
- none on the tape