DFX Intelligence

RIA Intelligence

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Firm absorbed

3 advisors left B•••••• C•••••• G•••• for G•••••• I••••••••• A•••••••• L••

independent RIAtootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Daniel BeckwithLos Angeles, CaSep 30, 2025Sep 3, 2025
Dylan Kirk BarlowLos Angeles, CaSep 30, 2025Sep 3, 2025
Stephen Joseph SolakaLos Angeles, CaSep 30, 2025Sep 3, 2025
The rule
Registrations ended
Sep 30, 2025
Registered next
Sep 3, 2025
Branch state
CA
Cities
1, most in Los Angeles, Ca
Registered there that day
3 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of B•••••• C•••••• G••••Other teams into G•••••• I••••••••• A•••••••• L••