DFX Intelligence
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Firm absorbed
3 advisors left B•••••••• F••••• W••••• for B•••••••• F••••• W••••• S•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Matthew Joseph Celenza | Los Angeles, Ca | May 22, 2025 | Sep 7, 2023 |
| Miles Ian Stackpool | Beverly Hills, Ca | May 22, 2025 | Sep 7, 2023 |
| Shannon Kathleen Mclaughlin | Los Angeles, Ca | May 22, 2025 | Sep 7, 2023 |
The rule
- Registrations ended
- May 22, 2025
- Registered next
- Sep 7, 2023
- Branch state
- CA
- Cities
- 2, most in Los Angeles, 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