DFX Intelligence
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Firm absorbed
5 advisors left T•• F••••• F•••• I••• for B••••• P••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Charles Anderson Moore | Bethesda, Md | Nov 3, 2025 | Sep 17, 2025 |
| Donald Patrick Lord | Bethesda, Md | Nov 3, 2025 | Sep 24, 2025 |
| Katherine Barrett Fries | Bethesda, Md | Nov 3, 2025 | Oct 16, 2025 |
| Stacy Kelly Bakri | Bethesda, Md | Nov 3, 2025 | Sep 23, 2025 |
| Stephen Paul Daly | Bethesda, Md | Nov 3, 2025 | Sep 16, 2025 |
The rule
- Registrations ended
- Nov 3, 2025
- Registered next
- Sep 16, 2025 to Oct 16, 2025
- Branch state
- MD
- Cities
- 1, most in Bethesda, Md
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape