DFX Intelligence
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Firm absorbed
3 advisors left J••••• F•••••••• for I•••••••• A••••••• S••••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Allen Lee Gentry | Federal Way, Wa | Apr 25, 2025 | Sep 30, 2024 |
| Matthew P Jarvis | Federal Way, Wa | Apr 25, 2025 | Sep 30, 2024 |
| Rhys Colby Cooper | Federal Way, Wa | Apr 25, 2025 | Sep 30, 2024 |
The rule
- Registrations ended
- Apr 25, 2025
- Registered next
- Sep 30, 2024
- Branch state
- WA
- Cities
- 1, most in Federal Way, Wa
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape