DFX Intelligence
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Firm absorbed
3 advisors left S•• F•••••••• for A••••••• F•••••••• G••••
unclassifiedtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bradley James Scott | Santa Rosa, Ca | Dec 9, 2023 | Jan 1, 2026 |
| Brian Christopher Monske | Santa Rosa, Ca | Dec 9, 2023 | Mar 3, 2021 |
| Ernest Darren Renner | Santa Rosa, Ca | Dec 9, 2023 | Mar 3, 2021 |
The rule
- Registrations ended
- Dec 9, 2023
- Registered next
- Mar 3, 2021 to Jan 1, 2026
- Branch state
- CA
- Cities
- 1, most in Santa Rosa, Ca
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 75%
- Succession by the destination
- none on the tape