DFX Intelligence
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Firm absorbed
4 advisors left C••• F•••••••• S•••••••• L••• for L•• F•••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Anthony Michael Richardson | San Diego, Ca | Oct 24, 2025 | Aug 18, 2025 |
| Matthew Joseph Browne | San Diego, Ca | Oct 24, 2025 | Sep 8, 2025 |
| Candice Uzarowski | San Diego, Ca | Oct 30, 2025 | Apr 24, 2025 |
| Juan Carlos Mendez Castro | San Diego, Ca | Nov 7, 2025 | Nov 25, 2025 |
The rule
- Registrations ended
- Oct 24, 2025 to Nov 7, 2025
- Registered next
- Apr 24, 2025 to Nov 25, 2025
- Branch state
- CA
- Cities
- 1, most in San Diego, Ca
- Registered there that day
- 8 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape