DFX Intelligence
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Firm absorbed
3 advisors left G••••• S•••• A•••• M••••••••• for A••••••• A•••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| John Emile Nahas | Santa Ana, Ca | Mar 14, 2022 | Mar 25, 2022 |
| Kyle Fairall | Fort Bragg, Ca | Mar 14, 2022 | Mar 25, 2022 |
| Patrick Michael Jeffs-Catone | Santa Ana, Ca | Mar 14, 2022 | Mar 25, 2022 |
The rule
- Registrations ended
- Mar 14, 2022
- Registered next
- Mar 25, 2022
- Branch state
- CA
- Cities
- 2, most in Santa Ana, Ca
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 75%
- Succession by the destination
- a succession within a year (Jan 19, 2022), not necessarily this firm