DFX Intelligence
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Firm absorbed
4 advisors left M•••• W••••• for F•••• P••••••• W•••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Connor Michael Mcmahon | Newport Beach, Ca | Jun 27, 2025 | May 2, 2025 |
| Konrad Wolfgang Kern | Beverly Hills, Ca | Jun 27, 2025 | May 5, 2025 |
| Michael Edward Spector | Walnut Creek, Ca | Jun 27, 2025 | May 2, 2025 |
| Tyson Karl Beem | Los Angeles, Ca | Jun 27, 2025 | Jun 18, 2025 |
The rule
- Registrations ended
- Jun 27, 2025
- Registered next
- May 2, 2025 to Jun 18, 2025
- Branch state
- CA
- Cities
- 4, most in Walnut Creek, 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