DFX Intelligence
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Firm absorbed
17 advisors left A•••• C•••• I••••••••• L•• for C•••••••
independent RIAtoinstitutionalOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian Wesley Kofoed | Costa Mesa, Ca | Apr 30, 2026 | Feb 24, 2026 |
| Christopher Matthew Bougeokles | Costa Mesa, Ca | Apr 30, 2026 | Feb 13, 2026 |
| Connor Dale Keim | Costa Mesa, Ca | Apr 30, 2026 | Feb 23, 2026 |
| Glendon Charles Trullinger | Costa Mesa, Ca | Apr 30, 2026 | Feb 17, 2026 |
| Gregory A. Korbekian | Agoura Hills, Ca | Apr 30, 2026 | Feb 16, 2026 |
| Hans Peter Ewert | Costa Mesa, Ca | Apr 30, 2026 | Feb 17, 2026 |
| Jared Raymond Oren | Costa Mesa, Ca | Apr 30, 2026 | Feb 17, 2026 |
| Jared William Bergstrom | Costa Mesa, Ca | Apr 30, 2026 | Feb 16, 2026 |
| Jarryd Mychal Reyes | Costa Mesa, Ca | Apr 30, 2026 | Feb 14, 2026 |
| John Randall Walsh | Costa Mesa, Ca | Apr 30, 2026 | Feb 16, 2026 |
| Marion Anthony Jabczenski | Irvine, Ca | Apr 30, 2026 | Feb 17, 2026 |
| Mark Joseph Langerman | Costa Mesa, Ca | Apr 30, 2026 | Feb 19, 2026 |
| Morgan Elizabeth Evans | Costa Mesa, Ca | Apr 30, 2026 | Feb 19, 2026 |
| Nicholas Joseph Thompson | Costa Mesa, Ca | Apr 30, 2026 | Feb 17, 2026 |
| Shane D. L. Whippo | Costa Mesa, Ca | Apr 30, 2026 | Feb 17, 2026 |
| Simon Y Chung | Costa Mesa, Ca | Apr 30, 2026 | Feb 16, 2026 |
| Steven Patrick Ford | Mountain View, Ca | Apr 30, 2026 | Feb 18, 2026 |
The rule
- Registrations ended
- Apr 30, 2026
- Registered next
- Feb 13, 2026 to Feb 24, 2026
- Branch state
- CA
- Cities
- 4, most in Costa Mesa, Ca
- Registered there that day
- 19 (people still on IAPD; an estimate)
- Share of that headcount
- 89%
- Succession by the destination
- none on the tape