DFX Intelligence
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Firm absorbed
4 advisors left P••••••• C•••••• for P••••••• C••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Benjamin Paul Wynn Durrant | Newport Beach, Ca | Dec 16, 2024 | Jan 1, 2026 |
| Darren Robert Chappell | Newport Beach, Ca | Dec 16, 2024 | Nov 4, 2024 |
| Jeremy David Chused | Newport Beach, Ca | Dec 16, 2024 | Jan 1, 2026 |
| Kevin Michael Murphy | Newport Beach, Ca | Dec 16, 2024 | Jan 1, 2026 |
The rule
- Registrations ended
- Dec 16, 2024
- Registered next
- Nov 4, 2024 to Jan 1, 2026
- Branch state
- CA
- Cities
- 1, most in Newport Beach, Ca
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape