DFX Intelligence

RIA Intelligence

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Firm absorbed

13 advisors left B••••••• W••••• A••••••• for F•••• P••••••• W•••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Allison KollarMenlo Park, CaOct 3, 2025Jul 1, 2025
Derek Lee AckermanMenlo Park, CaOct 3, 2025Jul 1, 2025
Fabian GarcesMenlo Park, CaOct 3, 2025Jul 2, 2025
Heather Kathleen GaillardMenlo Park, CaOct 3, 2025Jul 1, 2025
Isabelle De Andrade AraujoMenlo Park, CaOct 3, 2025Jul 2, 2025
James Michael HeringMenlo Park, CaOct 3, 2025Jul 2, 2025
Jason Anthony PfannenstielMenlo Park, CaOct 3, 2025Jul 2, 2025
Miles Brandon AmodeoMenlo Park, CaOct 3, 2025Jul 7, 2025
Nathan Dean Redman-BrownMenlo Park, CaOct 3, 2025Jul 1, 2025
Nicholas Steven Siracusa CasacciaMenlo Park, CaOct 3, 2025Jul 2, 2025
Tyler Cory JohnsonMenlo Park, CaOct 3, 2025Jul 2, 2025
Yanxiao LiMenlo Park, CaOct 3, 2025Jul 2, 2025
The rule
Registrations ended
Oct 3, 2025
Registered next
Jul 1, 2025 to Jul 7, 2025
Branch state
CA
Cities
1, most in Menlo Park, Ca
Registered there that day
21 (people still on IAPD; an estimate)
Share of that headcount
62%
Succession by the destination
none on the tape
Other teams out of B••••••• W••••• A•••••••Other teams into F•••• P••••••• W•••••• L••