DFX Intelligence
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Firm absorbed
6 advisors left G•• W••••• A••••••• for W•••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jeffrey Grant Johnson | Baltimore, Md | Aug 5, 2025 | Jul 14, 2025 |
| Jennifer Ann Sweeney | Baltimore, Md | Aug 5, 2025 | Mar 21, 2025 |
| Mark Dwayne Bauer Jr. | Baltimore, Md | Aug 5, 2025 | Jan 1, 2026 |
| Michael Dean Little | Baltimore, Md | Aug 5, 2025 | Mar 21, 2025 |
| Ryan Mackenzie Baldwin | Baltimore, Md | Aug 5, 2025 | Dec 17, 2025 |
| Steven Thomas Hannigan | Baltimore, Md | Aug 5, 2025 | Mar 21, 2025 |
The rule
- Registrations ended
- Aug 5, 2025
- Registered next
- Mar 21, 2025 to Jan 1, 2026
- Branch state
- MD
- Cities
- 1, most in Baltimore, Md
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape