DFX Intelligence
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Channel change (one enterprise)
8 advisors moved from B••••••• W••••• A••••••• to F•••• P••••••• W•••••• L••
Not a lift-out: both firms report F•••• Operating, Llc as a 75%+ owner on Schedule A around the move, so the two CRDs are one enterprise and nobody left anyone. A channel switch, an integration after an acquisition or an affiliate transfer. Never counted as a team in or out.
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Gregory Peter Camperos | Kirkland, Wa | Oct 3, 2025 | Jul 1, 2025 |
| Jamshedi Umarzoda | Kirkland, Wa | Oct 3, 2025 | Jul 2, 2025 |
| Justin Carl Dime | Kirkland, Wa | Oct 3, 2025 | Jul 2, 2025 |
| Kyle James Gionet | Kirkland, Wa | Oct 3, 2025 | Jul 2, 2025 |
| Philip Thomas Platt | Kirkland, Wa | Oct 3, 2025 | Jul 2, 2025 |
| Samuel Chapman Maxwell | Kirkland, Wa | Oct 3, 2025 | Jul 1, 2025 |
| Thomas Carl Myers | Kirkland, Wa | Oct 3, 2025 | Jul 2, 2025 |
| Unifia Yeram Choi | Kirkland, Wa | Oct 3, 2025 | Jul 2, 2025 |
The rule
- Registrations ended
- Oct 3, 2025
- Registered next
- Jul 1, 2025 to Jul 2, 2025
- Branch state
- WA
- Cities
- 1, most in Kirkland, Wa
- Registered there that day
- 21 (people still on IAPD; an estimate)
- Share of that headcount
- 38%
- One enterprise because
- both firms report F•••• Operating, Llc as a 75%+ owner on Schedule A around the move
- Succession by the destination
- none on the tape