DFX Intelligence
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Firm absorbed
5 advisors left V•••••• M•••••• for V•• W••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alexander Falk Barron | Lutherville, Md | Jul 20, 2021 | Jun 18, 2021 |
| Bryan Michael Thaler | Lutherville, Md | Jul 20, 2021 | Jun 18, 2021 |
| Christopher James Blair | Hunt Valley, Md | Jul 20, 2021 | Jun 16, 2021 |
| Fred Cregan Hill | Hunt Valley, Md | Jul 20, 2021 | Jun 16, 2021 |
| Robert Frank Mewshaw | Lutherville, Md | Jul 20, 2021 | Jun 16, 2021 |
The rule
- Registrations ended
- Jul 20, 2021
- Registered next
- Jun 16, 2021 to Jun 18, 2021
- Branch state
- MD
- Cities
- 2, most in Lutherville, Md
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- a succession within a year (May 6, 2021), not necessarily this firm