DFX Intelligence

RIA Intelligence

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Firm absorbed

5 advisors left P••• P••••••••• for W•••••• A•••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Julie Diane JohnsenLake Oswego, OrMar 10, 2026Jan 30, 2026
Nikolaas Daby SchuurmansLake Oswego, OrMar 10, 2026Jan 30, 2026
Timothy Hiu Yeung MetzLake Oswego, OrMar 10, 2026Jan 30, 2026
Tristan MancisidorLake Oswego, OrMar 10, 2026Jan 30, 2026
William Allen WeberLake Oswego, OrMar 10, 2026Jan 30, 2026
The rule
Registrations ended
Mar 10, 2026
Registered next
Jan 30, 2026
Branch state
OR
Cities
1, most in Lake Oswego, Or
Registered there that day
5 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of P••• P•••••••••Other teams into W•••••• A•••••••• L••