DFX Intelligence
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Firm absorbed
3 advisors left C••••••• C•••••• G••••• L•• for C• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bradd Allen Donovan | Torrance, Ca | Jun 10, 2026 | Jun 1, 2026 |
| Chris Matthew Frantz | Torrance, Ca | Jun 10, 2026 | Jun 1, 2026 |
| Philippe Robert Oertle | Torrance, Ca | Jun 10, 2026 | Jun 1, 2026 |
The rule
- Registrations ended
- Jun 10, 2026
- Registered next
- Jun 1, 2026
- Branch state
- CA
- Cities
- 1, most in Torrance, 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