DFX Intelligence
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Firm absorbed
5 advisors left C••••••••• F•••••••• for L•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Aaron Lawrence Love | Scottsdale, Az | Jun 16, 2025 | Jun 17, 2025 |
| Corrina Elizabeth Olson | Scottsdale, Az | Jun 16, 2025 | Jun 13, 2025 |
| Erick Scot Newton | Scottsdale, Az | Jun 16, 2025 | Jun 13, 2025 |
| Javier Jimenez | Scottsdale, Az | Jun 16, 2025 | Jun 13, 2025 |
| Myra K Alport | Scottsdale, Az | Jun 16, 2025 | Jun 13, 2025 |
The rule
- Registrations ended
- Jun 16, 2025
- Registered next
- Jun 13, 2025 to Jun 17, 2025
- Branch state
- AZ
- Cities
- 1, most in Scottsdale, Az
- Registered there that day
- 8 (people still on IAPD; an estimate)
- Share of that headcount
- 63%
- Succession by the destination
- none on the tape