DFX Intelligence
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Firm absorbed
15 advisors left P••••••• A••••••• G••••• I••• for C• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Carl Wesley Noble | Columbia, Md | May 17, 2021 | Jan 1, 2025 |
| Carrie Eloise Durbin Beren | Columbia, Md | May 17, 2021 | Apr 19, 2021 |
| David Brad Kauffman | Columbia, Md | May 17, 2021 | Apr 19, 2021 |
| Debra Cloud Kriebel | Colimbia, Md | May 17, 2021 | Sep 28, 2022 |
| Jeffrey Keith Troll | Columbia, Md | May 17, 2021 | Apr 19, 2021 |
| Joshua Akeroyd Mason | Columbia, Md | May 17, 2021 | Apr 19, 2021 |
| Joshua Kenworthy Rivers | Columbia, Md | May 17, 2021 | Apr 19, 2021 |
| Kelly Robert Wright | Columbia, Md | May 17, 2021 | Apr 19, 2021 |
| Michael Andrew Hamolia | Columbia, Md | May 17, 2021 | Apr 19, 2021 |
| Michael Edward Shires | Columbia, Md | May 17, 2021 | Apr 19, 2021 |
| Michael K Green | Columbia, Md | May 17, 2021 | Sep 30, 2021 |
| Mindy Ellen Gasthalter | Columbia, Md | May 17, 2021 | Oct 26, 2022 |
| Patrick Vincent Scherer | Columbia, Md | May 17, 2021 | Apr 19, 2021 |
| Sean Patrick Dillon | Columbia, Md | May 17, 2021 | Jun 14, 2023 |
| Thomas William Raynor | Columbia, Md | May 17, 2021 | Apr 19, 2021 |
The rule
- Registrations ended
- May 17, 2021
- Registered next
- Apr 19, 2021 to Jan 1, 2025
- Branch state
- MD
- Cities
- 2, most in Columbia, Md
- Registered there that day
- 18 (people still on IAPD; an estimate)
- Share of that headcount
- 83%
- Succession by the destination
- a succession within a year (Sep 21, 2020), not necessarily this firm