DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Firm absorbed
8 advisors left B••• W••••• A••••••• for C••••••• P•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Beth K Venit | North Bethesda, Md | Mar 27, 2026 | Nov 25, 2025 |
| Deanna Carole Tomasetti | North Bethesda, Md | Mar 27, 2026 | Nov 25, 2025 |
| Frederick Joseph Cornelius | North Bethesda, Md | Mar 27, 2026 | Nov 25, 2025 |
| Jennifer C. Maclennan | North Bethesda, Md | Mar 27, 2026 | Nov 25, 2025 |
| Maria Georgeanne Cornelius | North Bethesda, Md | Mar 27, 2026 | Nov 25, 2025 |
| Myrle Albertha Simone | North Bethesda, Md | Mar 27, 2026 | Nov 25, 2025 |
| Pranali Pai Fortini | North Bethesda, Md | Mar 27, 2026 | Nov 25, 2025 |
| Todd Daniel Growney | North Bethesda, Md | Mar 27, 2026 | Nov 25, 2025 |
The rule
- Registrations ended
- Mar 27, 2026
- Registered next
- Nov 25, 2025
- Branch state
- MD
- Cities
- 1, most in North Bethesda, Md
- Registered there that day
- 8 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape