DFX Intelligence
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Firm absorbed
3 advisors left N•••• R•••• for S••••• W••••• M•••••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Adam David Cornwell | Portland, Or | Jun 9, 2026 | May 4, 2026 |
| Michelle Pham Tran | Beaverton, Or | Jun 9, 2026 | Jun 9, 2026 |
| Brian John Lawrence | Portland, Or | Jun 10, 2026 | Jun 10, 2026 |
The rule
- Registrations ended
- Jun 9, 2026 to Jun 10, 2026
- Registered next
- May 4, 2026 to Jun 10, 2026
- Branch state
- OR
- Cities
- 2, most in Portland, Or
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape