DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Firm absorbed
5 advisors left G•••• A•••• M••••••••• I•• for M•• C•••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brendan Lawrence Winkler | Marriottsville, Md | Sep 24, 2021 | Sep 29, 2021 |
| Brian Joseph Woods | Marriottsville, Md | Sep 24, 2021 | Nov 1, 2021 |
| Daniel Woodward Mules | Marriottsville, Md | Sep 24, 2021 | Oct 25, 2021 |
| Gregory A Palacorolla | Marriottsville, Md | Sep 24, 2021 | Nov 1, 2021 |
| Joseph Nicholas Geier | Marriottsville, Md | Sep 24, 2021 | Sep 30, 2021 |
The rule
- Registrations ended
- Sep 24, 2021
- Registered next
- Sep 29, 2021 to Nov 1, 2021
- Branch state
- MD
- Cities
- 1, most in Marriottsville, Md
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape