DFX Intelligence

RIA Intelligence

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Firm absorbed

4 advisors left S••••••• F•••••••• G••••• I••• for S•••••• F•••••••• G••••• L•••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Berkeley George HarrisonPasadena, CaJun 30, 2026Oct 16, 2025
Danielle Riana SmithPasadena, CaJun 30, 2026Oct 16, 2025
Kody Austin BrownPasadena, CaJun 30, 2026Oct 16, 2025
Michael Patrick HatchPasadena, CaJun 30, 2026Oct 16, 2025
The rule
Registrations ended
Jun 30, 2026
Registered next
Oct 16, 2025
Branch state
CA
Cities
1, most in Pasadena, Ca
Registered there that day
4 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of S••••••• F•••••••• G••••• I•••Other teams into S•••••• F•••••••• G••••• L•••••