DFX 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
5 advisors left L•••••••• C••••••• L•• for H•••••••• A•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Benjamin Posen | Los Angeles, Ca | Sep 4, 2025 | Jul 2, 2025 |
| Gary Levenstein | Los Angeles, Ca | Sep 4, 2025 | Jul 8, 2025 |
| Jonathan Scott Drubner | Los Angeles, Ca | Sep 4, 2025 | Jul 2, 2025 |
| Luke Crofts | Los Angeles, Ca | Sep 4, 2025 | Jul 2, 2025 |
| Tyler Dritz | Calabasas, Ca | Sep 4, 2025 | Feb 11, 2026 |
The rule
- Registrations ended
- Sep 4, 2025
- Registered next
- Jul 2, 2025 to Feb 11, 2026
- Branch state
- CA
- Cities
- 2, most in Los Angeles, Ca
- Registered there that day
- 7 (people still on IAPD; an estimate)
- Share of that headcount
- 71%
- Succession by the destination
- none on the tape