DFX Intelligence

RIA Intelligence

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Firm absorbed

4 advisors left R•••••• P•••• C•••••• A••••••• L•• for C••••• P••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Abraham Daniel IsraeliEl Segundo, CaMar 30, 2026Mar 6, 2026
Daniel Andrew KerrEl Segundo, CaMar 30, 2026Mar 6, 2026
Elizabeth Boles DesousaEl Segundo, CaMar 30, 2026Mar 9, 2026
Michael Ashley SchulmanEl Segundo, CaMar 30, 2026Mar 9, 2026
The rule
Registrations ended
Mar 30, 2026
Registered next
Mar 6, 2026 to Mar 9, 2026
Branch state
CA
Cities
1, most in El Segundo, Ca
Registered there that day
5 (people still on IAPD; an estimate)
Share of that headcount
80%
Succession by the destination
none on the tape
Other teams out of R•••••• P•••• C•••••• A••••••• L••Other teams into C••••• P••••••• L••