DFX Intelligence
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Firm absorbed
9 advisors left C•••••• P••••••• A••••••• L•• for B••••••••• W••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Cameron Allen Jamison | Roseville, Ca | Jun 8, 2026 | May 20, 2026 |
| John Chang | Roseville, Ca | Jun 8, 2026 | May 20, 2026 |
| John Joseph Edelen | Walnut Creek, Ca | Jun 8, 2026 | May 20, 2026 |
| John Thomas Mooser | Roseville, Ca | Jun 8, 2026 | May 20, 2026 |
| Justin Amit | Roseville, Ca | Jun 8, 2026 | May 20, 2026 |
| Meredith Miriam Rosen | Roseville, Ca | Jun 8, 2026 | May 20, 2026 |
| Michael Alan Harris | Roseville, Ca | Jun 8, 2026 | May 26, 2026 |
| Michael Gray Frazier | Roseville, Ca | Jun 8, 2026 | May 20, 2026 |
| Michael Anthony Sollazzo | Roseville, Ca | Jun 9, 2026 | May 22, 2026 |
The rule
- Registrations ended
- Jun 8, 2026 to Jun 9, 2026
- Registered next
- May 20, 2026 to May 26, 2026
- Branch state
- CA
- Cities
- 2, most in Roseville, Ca
- Registered there that day
- 15 (people still on IAPD; an estimate)
- Share of that headcount
- 60%
- Succession by the destination
- none on the tape