DFX Intelligence

RIA Intelligence

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Firm absorbed

3 advisors left I•••••••• A•••••••• L•• for M•• C•••••• M••••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
David Chih HouLos Angeles, CaAug 15, 2023Nov 12, 2025
Mark Elliott SearLos Angeles, CaAug 15, 2023Nov 12, 2025
Melanie C JonesLos Angeles, CaAug 15, 2023Nov 12, 2025
The rule
Registrations ended
Aug 15, 2023
Registered next
Nov 12, 2025
Branch state
CA
Cities
1, most in Los Angeles, Ca
Registered there that day
6 (people still on IAPD; an estimate)
Share of that headcount
50%
Succession by the destination
none on the tape
Other teams out of I•••••••• A•••••••• L••Other teams into M•• C•••••• M••••••••• L••