DFX Intelligence

RIA Intelligence

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Firm absorbed

15 advisors left E••• C•••••• G••••• L•• for I•• C••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Aaron S BrailovSan Francisco, CaFeb 28, 2025Feb 28, 2025
Austin D ChauSan Francisco, CaFeb 28, 2025Feb 28, 2025
Cameron P ConnollySan Francisco, CaFeb 28, 2025Feb 28, 2025
Chase Mariott PhelpsSan Francisco, CaFeb 28, 2025Feb 28, 2025
Christopher HolmesSan Francisco, CaFeb 28, 2025Feb 28, 2025
Cyrrus Nima Wyant-FassihiSan Francisco, CaFeb 28, 2025Feb 28, 2025
David AbstonSan Francisco, CaFeb 28, 2025Feb 28, 2025
John HamlinSan Francisco, CaFeb 28, 2025Feb 28, 2025
Justin William RenaudinSan Francisco, CaFeb 28, 2025Feb 28, 2025
Matthew Joseph HlavacekSan Francisco, CaFeb 28, 2025Feb 28, 2025
Maxwell BotteneSan Francisco, CaFeb 28, 2025Feb 28, 2025
Peter John ZaninoSan Francisco, CaFeb 28, 2025Feb 28, 2025
Rick S WithersSan Francisco, CaFeb 28, 2025Feb 28, 2025
Ryan Henry LeamySan Francisco, CaFeb 28, 2025Feb 28, 2025
Sean Paul RumrillSan Francisco, CaFeb 28, 2025Feb 28, 2025
The rule
Registrations ended
Feb 28, 2025
Registered next
Feb 28, 2025
Branch state
CA
Cities
1, most in San Francisco, Ca
Registered there that day
21 (people still on IAPD; an estimate)
Share of that headcount
71%
Succession by the destination
none on the tape
Other teams out of E••• C•••••• G••••• L••Other teams into I•• C••••••• L••