DFX Intelligence

RIA Intelligence

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Firm absorbed

4 advisors left B••••• W••••• I••••••••• A••••••• S••••••• for B•• W••••• A•••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
James Boyd WallerColumbia, MdJan 24, 2020Feb 6, 2020
Mark David BiegelColumbia, MdJan 24, 2020Feb 5, 2020
Matthew Ari GotlinColumbia, MdJan 24, 2020Feb 6, 2020
Peter Paul JenkinsColumbia, MdJan 24, 2020Feb 6, 2020
The rule
Registrations ended
Jan 24, 2020
Registered next
Feb 5, 2020 to Feb 6, 2020
Branch state
MD
Cities
1, most in Columbia, 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 B••••• W••••• I••••••••• A••••••• S•••••••Other teams into B•• W••••• A•••••••• L••