DFX Intelligence
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Firm absorbed
6 advisors left C•••••• W••••• P••••••• for C••••• P••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brenda Kay Mccombs | Portland, Or | Jul 17, 2026 | Jul 1, 2026 |
| Durham Olin Sundberg | Portland, Or | Jul 17, 2026 | Jul 1, 2026 |
| Isaac Eugene Presley | Portland, Or | Jul 17, 2026 | Jul 1, 2026 |
| Samuel Slusser | Portland, Or | Jul 17, 2026 | Jul 1, 2026 |
| Scott Elliott Gerlach | Portland, Or | Jul 17, 2026 | Jul 1, 2026 |
| Shannon Garrick Brandon Rozairo | Portland, Or | Jul 17, 2026 | Jul 1, 2026 |
The rule
- Registrations ended
- Jul 17, 2026
- Registered next
- Jul 1, 2026
- Branch state
- OR
- Cities
- 1, most in Portland, Or
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape