DFX Intelligence
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Firm absorbed
3 advisors left B•••••••• F••••• W••••• S•••••••• L•• for A•••••••• P•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Matthew Joseph Celenza | Beverly Hills, Ca | Aug 14, 2024 | Jun 11, 2025 |
| Miles Ian Stackpool | Beverly Hills, Ca | Aug 14, 2024 | Apr 26, 2025 |
| Shannon Kathleen Mclaughlin | Beverly Hills, Ca | Aug 14, 2024 | Apr 25, 2025 |
The rule
- Registrations ended
- Aug 14, 2024
- Registered next
- Apr 25, 2025 to Jun 11, 2025
- Branch state
- CA
- Cities
- 1, most in Beverly Hills, 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