DFX Intelligence

RIA Intelligence

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Firm absorbed

3 advisors left O••• W••••• M••••••••• L•• for E• W••••• A•••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Erin Michael WhalenMenlo Park, CaAug 7, 2026Jun 29, 2026
Louis Lawrence OdetteMenlo Park, CaAug 7, 2026Jun 29, 2026
Lyla Kristina Andrea BonillaMenlo Park, CaAug 7, 2026Jun 26, 2026
Tracie Lynne SoutherlandMenlo Park, CaAug 7, 2026Jun 29, 2026
The rule
Registrations ended
Aug 7, 2026
Registered next
Jun 29, 2026
Branch state
CA
Cities
1, most in Menlo Park, Ca
Registered there that day
6 (people still on IAPD; an estimate)
Share of that headcount
50%
Succession by the destination
none on the tape
Other teams out of O••• W••••• M••••••••• L••Other teams into E• W••••• A•••••••