DFX Intelligence
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Firm absorbed
7 advisors left P••••••••• F•••••••• G••••• I••• for P••••••••• F•••••••• G••••• I•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew Joseph Agosta | San Ramon, Ca | Dec 24, 2025 | Dec 1, 2025 |
| Ankit Sahu | San Francisco, Ca | Dec 24, 2025 | Jan 1, 2026 |
| Cesar Bagamasbad Dantes | San Ramon, Ca | Dec 24, 2025 | Dec 8, 2025 |
| Emmett Charles Peck | San Ramon, Ca | Dec 24, 2025 | Dec 4, 2025 |
| James Derek Hebert | San Ramon, Ca | Dec 24, 2025 | Dec 12, 2025 |
| Jamie Granville Hargrave | San Ramon, Ca | Dec 24, 2025 | Dec 15, 2025 |
| Martin Alexander Troiani | San Ramon, Ca | Dec 24, 2025 | Dec 4, 2025 |
The rule
- Registrations ended
- Dec 24, 2025
- Registered next
- Dec 1, 2025 to Jan 1, 2026
- Branch state
- CA
- Cities
- 2, most in San Ramon, Ca
- Registered there that day
- 8 (people still on IAPD; an estimate)
- Share of that headcount
- 88%
- Succession by the destination
- none on the tape