DFX Intelligence

RIA Intelligence

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Firm absorbed

22 advisors left S••• F•••••••• A••••••• for C••••••• P•••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Alexandra PayneMclean, VaApr 13, 2021Apr 20, 2021
Barbara Jane SchelhornMclean, VaApr 13, 2021Apr 20, 2021
Christian Enrique MijaresMclean, VaApr 13, 2021Apr 30, 2021
Daniel Joseph GraffMclean, VaApr 13, 2021Apr 15, 2021
Drew Randall HowellMclean, VaApr 13, 2021Apr 19, 2021
Erica Nicole JamesMclean, VaApr 13, 2021Apr 19, 2021
Gary Jerome LyonsMclean, VaApr 13, 2021Apr 19, 2021
Gregory Donald SullivanMclean, VaApr 13, 2021Apr 26, 2021
James Joseph BruyetteMclean, VaApr 13, 2021Apr 30, 2021
Jason Lloyd WilliamsMclean, VaApr 13, 2021May 3, 2021
Kyle Matthew SummersMclean, VaApr 13, 2021Apr 21, 2021
Mark Edward JohannessenMclean, VaApr 13, 2021Apr 20, 2021
Mark J MartinMclean, VaApr 13, 2021Apr 19, 2021
Matthew Behr LazorMclean, VaApr 13, 2021Apr 19, 2021
Morgan DouglassMclean, VaApr 13, 2021Apr 15, 2021
Patrick William DunneMclean, VaApr 13, 2021Apr 15, 2021
Robert Everett CiulloMclean, VaApr 13, 2021Apr 15, 2021
Shayna Amalie LebowitzMclean, VaApr 13, 2021Apr 19, 2021
Steven Mathews GaspariniMclean, VaApr 13, 2021Apr 22, 2021
Taylor Robert SeilingMclean, VaApr 13, 2021Apr 20, 2021
Thomas Joseph AnninMclean, VaApr 13, 2021Apr 19, 2021
Walter John NockettMclean, VaApr 13, 2021Apr 19, 2021
The rule
Registrations ended
Apr 13, 2021
Registered next
Apr 15, 2021 to May 3, 2021
Branch state
VA
Cities
1, most in Mclean, Va
Registered there that day
30 (people still on IAPD; an estimate)
Share of that headcount
73%
Succession by the destination
none on the tape
Other teams out of S••• F•••••••• A•••••••Other teams into C••••••• P•••••••