DFX Intelligence
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Firm absorbed
5 advisors left T•• H• G•••• W••••••••• I••• for W••••• E••••••••• A••••••• S•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Aidan Lael Beaton | Bellevue, Wa | May 14, 2026 | Mar 2, 2026 |
| Esther J Lamarche | Bellevue, Wa | May 14, 2026 | Mar 2, 2026 |
| Fred King | Bellevue, Wa | May 14, 2026 | Mar 2, 2026 |
| Jason Lee Tafoya | Bellevue, Wa | May 14, 2026 | Mar 2, 2026 |
| Stephanie Marie Roberts | Bellevue, Wa | May 14, 2026 | Mar 3, 2026 |
The rule
- Registrations ended
- May 14, 2026
- Registered next
- Mar 2, 2026 to Mar 3, 2026
- Branch state
- WA
- Cities
- 1, most in Bellevue, Wa
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape