DFX Intelligence

RIA Intelligence

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Firm absorbed

4 advisors left C••••••••• H••• • A••••••••• I•• for M•• C•••••• M••••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
James Howard StewartGaithersburg, MdDec 12, 2024Jan 6, 2025
Matthew Lee BaconGaithersburg, MdDec 12, 2024Dec 16, 2024
Morgan Page TesterGaithersburg, MdDec 12, 2024Jan 13, 2025
Phillip GarrettGaithersburg, MdDec 12, 2024Jan 1, 2025
The rule
Registrations ended
Dec 12, 2024
Registered next
Dec 16, 2024 to Jan 13, 2025
Branch state
MD
Cities
1, most in Gaithersburg, Md
Registered there that day
4 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of C••••••••• H••• • A••••••••• I••Other teams into M•• C•••••• M••••••••• L••