DFX Intelligence
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Firm absorbed
6 advisors left P•••••••• W•••••• L•• for E• W••••• A•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brett Wyeth Davalos | San Francisco, Ca | Jul 15, 2025 | Apr 8, 2025 |
| Kristina Marie Ventura | San Francisco, Ca | Jul 15, 2025 | Oct 8, 2025 |
| Maria Angelica Prudente San Felipe | San Francisco, Ca | Jul 15, 2025 | Apr 8, 2025 |
| Rahul Niranjan Shah | San Francisco, Ca | Jul 15, 2025 | Apr 8, 2025 |
| Robert John Keane | San Francisco, Ca | Jul 15, 2025 | Apr 8, 2025 |
| Samuel Eaton Terminello | San Francisco, Ca | Jul 15, 2025 | Apr 8, 2025 |
The rule
- Registrations ended
- Jul 15, 2025
- Registered next
- Apr 8, 2025 to Oct 8, 2025
- Branch state
- CA
- Cities
- 1, most in San Francisco, Ca
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape