DFX Intelligence
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Firm absorbed
4 advisors left M• L••••• A•••••••• L•• for M••••• G••••• A••••••• I•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Chad Everett Staskal | Bend, Or | Mar 12, 2026 | Sep 30, 2025 |
| Jake Taylor Springer | Bend, Or | Mar 12, 2026 | Sep 18, 2025 |
| Matthew A Hobson | Bend, Or | Mar 12, 2026 | Sep 15, 2025 |
| Suzanne Lynn Daniel | Bend, Or | Mar 12, 2026 | Sep 10, 2025 |
The rule
- Registrations ended
- Mar 12, 2026
- Registered next
- Sep 10, 2025 to Sep 30, 2025
- Branch state
- OR
- Cities
- 1, most in Bend, Or
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape