DFX Intelligence
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Firm absorbed
3 advisors left L••• T•••• W••••• M••••••••• I••• for W••••• E••••••••• A••••••• S•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Deborah Grose | Folsom, Ca | May 8, 2026 | May 1, 2026 |
| Ethan Aaron Green | Folsom, Ca | May 8, 2026 | May 4, 2026 |
| Ian Brauer | Folsom, Ca | May 8, 2026 | May 1, 2026 |
The rule
- Registrations ended
- May 8, 2026
- Registered next
- May 1, 2026 to May 4, 2026
- Branch state
- CA
- Cities
- 1, most in Folsom, Ca
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 60%
- Succession by the destination
- none on the tape