DFX Intelligence

RIA Intelligence

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Firm absorbed

5 advisors left H•••••• F••••••••• I••• for M•• C•••••• M••••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Cody JamesRockville, MdOct 8, 2024Oct 11, 2024
Daniel Jon TrumbowerRockville, MdOct 8, 2024Oct 11, 2024
Jennifer Mary DavisOlney, MdOct 8, 2024Oct 17, 2024
Kirsty Jane PeevRockville, MdOct 8, 2024Oct 11, 2024
Melissa Guevara SotudehRockville, MdOct 8, 2024Oct 11, 2024
The rule
Registrations ended
Oct 8, 2024
Registered next
Oct 11, 2024 to Oct 17, 2024
Branch state
MD
Cities
2, most in Rockville, Md
Registered there that day
6 (people still on IAPD; an estimate)
Share of that headcount
83%
Succession by the destination
none on the tape
Other teams out of H•••••• F••••••••• I•••Other teams into M•• C•••••• M••••••••• L••