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 W••• G•••• C•••••• A••••••• for C• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Cesar Alfonso Ortega | Arlington, Va | May 2, 2025 | May 1, 2025 |
| Derek Tyghe Carstens | Fairfax, Va | May 2, 2025 | May 1, 2025 |
| Joshua David Lipscomb | Harrisonburg, Va | May 2, 2025 | May 1, 2025 |
| Robert David Len | Arlington, Va | May 2, 2025 | May 1, 2025 |
| Stefani N/M/I Tueme | Reston, Va | May 2, 2025 | May 1, 2025 |
The rule
- Registrations ended
- May 2, 2025
- Registered next
- May 1, 2025
- Branch state
- VA
- Cities
- 2, most in Fairfax, Va
- Registered there that day
- 7 (people still on IAPD; an estimate)
- Share of that headcount
- 71%
- Succession by the destination
- none on the tape