DFX Intelligence

RIA Intelligence

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Firm absorbed

35 advisors left W•• P•••••••• L•• for H• W•••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Alexander Robert PriceTowson, MdJan 30, 2025Jan 22, 2025
Andrew Joseph MichaelsTowson, MdJan 30, 2025Jan 22, 2025
Bryan Jacob KellyTowson, MdJan 30, 2025Jan 22, 2025
Cari Pauline ElliottTowson, MdJan 30, 2025Jan 24, 2025
Christopher Brian WalczakTowson, MdJan 30, 2025Jan 22, 2025
Emilio Lincoln EgeaTowson, MdJan 30, 2025Jan 22, 2025
Eric Matthew BlandTowson, MdJan 30, 2025Jan 24, 2025
Eun Suk HaTowson, MdJan 30, 2025Jan 24, 2025
Joel Jerome HouckTowson, MdJan 30, 2025Jan 1, 2026
Joshua F RoweTowson, MdJan 30, 2025Jan 24, 2025
Kaitlin Carlson ZookTowson, MdJan 30, 2025Jan 29, 2025
Kelly Moore NowottnickTowson, MdJan 30, 2025Jan 26, 2026
Kyle Anthony CotoiaTowson, MdJan 30, 2025Jan 29, 2025
Malgorzata ElashmawyTowson, MdJan 30, 2025Jan 29, 2025
Megan Victoria BelliveauTowson, MdJan 30, 2025Jan 29, 2025
Michael Dante MeleTowson, MdJan 30, 2025Jan 29, 2025
Natalie Ellender WheltonTowson, MdJan 30, 2025Jan 29, 2025
Paul A SpeargasTowson, MdJan 31, 2025Jan 1, 2026
Rebecca Jane StreamoTowson, MdJan 31, 2025Jan 31, 2025
Timothy Robert RileyTowson, MdJan 31, 2025Jan 31, 2025
Zachary M. RuchmanTowson, MdJan 31, 2025Jan 31, 2025
Zakia Khan WeberTowson, MdJan 31, 2025Jan 31, 2025
Amelia Claire HuppertTowson, MdFeb 3, 2025Feb 3, 2025
Harrison D RafiqTowson, MdFeb 3, 2025Feb 3, 2025
Hugh William PalmerTowson, MdFeb 3, 2025Feb 3, 2025
John Bernard FiniganTowson, MdFeb 3, 2025Feb 3, 2025
Lesa Lea CrosserTowson, MdFeb 3, 2025Feb 3, 2025
Samuel Porter CallardTowson, MdFeb 3, 2025Feb 16, 2026
Sean AndersonTowson, MdFeb 3, 2025Feb 3, 2025
Chad Joseph NorfolkTowson, MdFeb 7, 2025Jan 22, 2025
Daniel John MentoTowson, MdFeb 7, 2025Jan 22, 2025
Jeffrey Leigh HillTowson, MdFeb 7, 2025Feb 5, 2025
Martin Joseph EbyTowson, MdFeb 7, 2025Jan 29, 2025
Todd Michael WickwireTowson, MdFeb 8, 2025Jan 31, 2025
Bryan Michael LopezTowson, MdFeb 10, 2025Jan 22, 2025
The rule
Registrations ended
Jan 30, 2025 to Feb 10, 2025
Registered next
Jan 22, 2025 to Feb 16, 2026
Branch state
MD
Cities
1, most in Towson, Md
Registered there that day
37 (people still on IAPD; an estimate)
Share of that headcount
95%
Succession by the destination
none on the tape
Other teams out of W•• P•••••••• L••Other teams into H• W•••••