DFX Intelligence
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Firm absorbed
17 advisors left C•••• H••• P•••••••• L•• for C••••••••• W••••• M•••••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bethany Rachelle Purkapile | Portland, Or | Jun 17, 2025 | Jun 3, 2025 |
| Brian Michael Hefele | Portland, Or | Jun 17, 2025 | Jun 3, 2025 |
| Jeffrey Allan Gates | Portland, Or | Jun 17, 2025 | Jun 24, 2025 |
| Jennifer Susan Estner | Portland, Or | Jun 17, 2025 | Jun 3, 2025 |
| Kendall Bate Acheson | Portland, Or | Jun 17, 2025 | Dec 19, 2025 |
| Ryan J Christensen | Portland, Or | Jun 17, 2025 | Jun 2, 2025 |
| Shelby Ann Desiervo | Portland, Or | Jun 17, 2025 | Jan 1, 2026 |
| Todd Robert Hobson | Portland, Or | Jun 17, 2025 | Jun 2, 2025 |
| Anna Katherine Shaw | Portland, Or | Jun 18, 2025 | Jun 3, 2025 |
| Anthony Christopher Rue | Portland, Or | Jun 18, 2025 | Jun 3, 2025 |
| Christopher James Mcrae | Portland, Or | Jun 18, 2025 | Jan 1, 2026 |
| Jesse Benjamin Sigrist | Portland, Or | Jun 18, 2025 | Jun 3, 2025 |
| Meredith Appell Stewart | Portland, Or | Jun 18, 2025 | Jan 1, 2026 |
| Nicholas Rhodes Running | Portland, Or | Jun 18, 2025 | Jun 2, 2025 |
| Reem Yousef Rizk-Hunter | Portland, Or | Jun 18, 2025 | Jun 2, 2025 |
| Robert Warren Young | Portland, Or | Jun 18, 2025 | Jun 2, 2025 |
The rule
- Registrations ended
- Jun 17, 2025 to Jun 18, 2025
- Registered next
- Jun 2, 2025 to Jan 1, 2026
- Branch state
- OR
- Cities
- 1, most in Portland, Or
- Registered there that day
- 17 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape