DFX Intelligence
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Firm absorbed
4 advisors left P••••••• W••••• M••••••••• G•••• for I••••••••• A•••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Avinash Kochikar Pai | Irvine, Ca | Mar 28, 2025 | Dec 16, 2024 |
| David Everett Mckenzie | Newport Beach, Ca | Mar 28, 2025 | Dec 16, 2024 |
| Kevin Umesh Shah | Irvine, Ca | Mar 28, 2025 | Dec 16, 2024 |
| Mike Scott Sheets | Irvine, Ca | Mar 28, 2025 | Dec 16, 2024 |
The rule
- Registrations ended
- Mar 28, 2025
- Registered next
- Dec 16, 2024
- Branch state
- CA
- Cities
- 2, most in Irvine, Ca
- Registered there that day
- 7 (people still on IAPD; an estimate)
- Share of that headcount
- 57%
- Succession by the destination
- none on the tape