DFX Intelligence
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Firm absorbed
4 advisors left M•••••• T••••• F•••••••• for N•••••• A•••••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bryan Eugene Pridmore | San Diego, Ca | Jan 31, 2025 | Jan 31, 2025 |
| John M Kevan | San Diego, Ca | Jan 31, 2025 | Mar 4, 2025 |
| Laila Khosroabadi | Carlsbad, Ca | Jan 31, 2025 | May 22, 2025 |
| Steven Farley Bliss | San Diego, Ca | Jan 31, 2025 | Mar 18, 2025 |
The rule
- Registrations ended
- Jan 31, 2025
- Registered next
- Jan 31, 2025 to May 22, 2025
- Branch state
- CA
- Cities
- 2, most in San Diego, Ca
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- Succession by the destination
- none on the tape