DFX Intelligence
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Firm absorbed
13 advisors left S••••••••• for W••••••••• A•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Amanda Nicole Campbell | Fulton, Md | Oct 1, 2021 | Mar 31, 2021 |
| Charles Gerald Walker | Fulton, Md | Oct 1, 2021 | Mar 31, 2021 |
| Edward Charles Vonlange | Fulton, Md | Oct 1, 2021 | Mar 31, 2021 |
| Erik Anthony Szabocsik | Fulton, Md | Oct 1, 2021 | Jan 1, 2025 |
| Gary Paul Desjardins | Fulton, Md | Oct 1, 2021 | Mar 31, 2021 |
| James Kurz Eichelberger | Annapolis, Md | Oct 1, 2021 | Mar 31, 2021 |
| James Mark Griesser | Annapolis, Md | Oct 1, 2021 | Mar 31, 2021 |
| Jennine Ramsey Lacroix | Annapolis, Md | Oct 1, 2021 | Mar 31, 2021 |
| Joseph Patrick Garrison | Fulton, Md | Oct 1, 2021 | Mar 31, 2021 |
| Kimberly Sarah Magaha | Fulton, Md | Oct 1, 2021 | Mar 31, 2021 |
| Luke Steven Smith | Salisbury, Md | Oct 1, 2021 | Mar 31, 2021 |
| Samia Liane Clookie | Fulton, Md | Oct 1, 2021 | Jul 26, 2021 |
| Tatiana Y Dadykina | Annapolis, Md | Oct 1, 2021 | Mar 31, 2021 |
The rule
- Registrations ended
- Oct 1, 2021
- Registered next
- Mar 31, 2021 to Jan 1, 2025
- Branch state
- MD
- Cities
- 3, most in Fulton, Md
- Registered there that day
- 14 (people still on IAPD; an estimate)
- Share of that headcount
- 93%
- Succession by the destination
- none on the tape