DFX Intelligence
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Firm absorbed
11 advisors left S•• C•••••• M••••••••• C• for C••••• P••••••• L••
mixed wealthtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Adam Lucien Sauri | Rockville, Md | Jan 23, 2026 | Jan 2, 2026 |
| Brett Patrick Somerville | Rockville, Md | Jan 23, 2026 | Jan 2, 2026 |
| Joming Chiang | Rockville, Md | Jan 23, 2026 | Jan 2, 2026 |
| Karin Amtmann Schultz | Rockville, Md | Jan 23, 2026 | Jan 2, 2026 |
| Manfred Klee Saieh | Rockville, Md | Jan 23, 2026 | Jan 2, 2026 |
| Maria Angelica Camp | Rockville, Md | Jan 23, 2026 | Jan 2, 2026 |
| Moises Abascal Carrasco | Rockville, Md | Jan 23, 2026 | Jan 2, 2026 |
| Monique V. Sinmao | Rockville, Md | Jan 23, 2026 | Jan 2, 2026 |
| Rahm Dvir | Rockville, Md | Jan 23, 2026 | Jan 2, 2026 |
| Rajmiel Odinec | Rockville, Md | Jan 23, 2026 | Jan 2, 2026 |
| Samuel Sandler | Rockville, Md | Jan 23, 2026 | Jan 2, 2026 |
The rule
- Registrations ended
- Jan 23, 2026
- Registered next
- Jan 2, 2026
- Branch state
- MD
- Cities
- 1, most in Rockville, Md
- Registered there that day
- 12 (people still on IAPD; an estimate)
- Share of that headcount
- 92%
- Succession by the destination
- none on the tape