DFX Intelligence
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Firm absorbed
3 advisors left M•••••• W••••• for C••••••• P•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Benjamin Ammon Bradford | Pleasanton, Ca | May 6, 2025 | Feb 17, 2025 |
| James Eric Maxwell | Pleasanton, Ca | May 6, 2025 | Feb 17, 2025 |
| Tracie Renee Glaros | Pleasanton, Ca | May 6, 2025 | Feb 18, 2025 |
The rule
- Registrations ended
- May 6, 2025
- Registered next
- Feb 17, 2025 to Feb 18, 2025
- Branch state
- CA
- Cities
- 1, most in Pleasanton, Ca
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape