DFX Intelligence
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Firm absorbed
11 advisors left A••••• W••••• M••••••••• L•• for L•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Amit Josef | Los Angeles, Ca | Jan 23, 2025 | Jan 22, 2025 |
| Elbert Huang Liu | Los Angeles, Ca | Jan 23, 2025 | Jan 5, 2026 |
| Eric H. Taslitz | Los Angeles, Ca | Jan 23, 2025 | Jan 22, 2025 |
| Greg Robert Satz | Los Angeles, Ca | Jan 23, 2025 | Jan 18, 2025 |
| Gunit Kaur Bedi | Los Angeles, Ca | Jan 23, 2025 | Jan 21, 2025 |
| James Scott Duncanson | Los Angeles, Ca | Jan 23, 2025 | Jan 17, 2025 |
| Kirstie Nichole Hunt | Los Angeles, Ca | Jan 23, 2025 | Jan 21, 2025 |
| Nathaniel Steven Downes | Los Angeles, Ca | Jan 23, 2025 | Jan 21, 2025 |
| Peter S Lee | Los Angeles, Ca | Jan 23, 2025 | Jan 21, 2025 |
| Rebecca Ann Rang | Los Angeles, Ca | Jan 23, 2025 | Jan 19, 2025 |
| Thomas Franz Ryan | Los Angeles, Ca | Jan 23, 2025 | Jan 22, 2025 |
The rule
- Registrations ended
- Jan 23, 2025
- Registered next
- Jan 17, 2025 to Jan 5, 2026
- Branch state
- CA
- Cities
- 1, most in Los Angeles, Ca
- Registered there that day
- 11 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape