DFX Intelligence

RIA Intelligence

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Firm absorbed

6 advisors left V•••••• G•••• for C••••••••• W•••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Bret Alexander HambySeattle, WaAug 29, 2025Mar 3, 2025
Brian Matthew JohnsonSeattle, WaAug 29, 2025Mar 3, 2025
Brian Richard MohoricSeattle, WaAug 29, 2025Mar 3, 2025
Mark Ramsay DennieSeattle, WaAug 29, 2025Mar 3, 2025
Sean Vaughn OwenSeattle, WaAug 29, 2025Mar 3, 2025
The rule
Registrations ended
Aug 29, 2025
Registered next
Mar 3, 2025
Branch state
WA
Cities
1, most in Seattle, Wa
Registered there that day
6 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of V•••••• G••••Other teams into C••••••••• W•••••• L••