DFX Intelligence
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Firm absorbed
8 advisors left P••••••••• P•••• A••••••• for A•••• W••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Cheryl C Blakey | Roseville, Ca | Dec 31, 2025 | Jan 14, 2026 |
| Evan Harris Farr | Roseville, Ca | Dec 31, 2025 | Jun 22, 2026 |
| John Joseph Heck | Roseville, Ca | Dec 31, 2025 | Apr 15, 2026 |
| Mark Jon Wyhlidko | Roseville, Ca | Dec 31, 2025 | Jan 14, 2026 |
| Michael Clark | Roseville, Ca | Dec 31, 2025 | Jan 27, 2026 |
| Michael John Welker | Roseville, Ca | Dec 31, 2025 | Feb 17, 2026 |
| Michael Jude Clarke | Roseville, Ca | Dec 31, 2025 | Jan 21, 2026 |
| Nathan Salimi | Roseville, Ca | Dec 31, 2025 | Jan 15, 2026 |
| Patrick Salimi | Walnut Creek, Ca | Dec 31, 2025 | Feb 2, 2026 |
| Richard Lee Watson | Roseville, Ca | Dec 31, 2025 | Jan 21, 2026 |
| Stephen Michael Holmes | Roseville, Ca | Dec 31, 2025 | Jan 27, 2026 |
The rule
- Registrations ended
- Dec 31, 2025
- Registered next
- Jan 14, 2026 to Jun 22, 2026
- Branch state
- CA
- Cities
- 2, most in Roseville, Ca
- Registered there that day
- 12 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- Succession by the destination
- none on the tape