DFX Intelligence
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Firm absorbed
4 advisors left P••• A••• W••••• A•••••••• L•• for C••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kegan Mackenzie Johnson | Palo Alto, Ca | Feb 10, 2026 | Jan 20, 2026 |
| Nathan Thomas Blair | Palo Alto, Ca | Feb 10, 2026 | Jan 21, 2026 |
| Ryan Kenneth Schmidt | Palo Alto, Ca | Feb 10, 2026 | Jan 16, 2026 |
| Simon Andrew Tryzna | Palo Alto, Ca | Feb 10, 2026 | Jan 20, 2026 |
The rule
- Registrations ended
- Feb 10, 2026
- Registered next
- Jan 16, 2026 to Jan 21, 2026
- Branch state
- CA
- Cities
- 1, most in P••• A•••, 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