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Firm absorbed

13 advisors left P•••••• W••••• M••••••••• L•• for A••••• W•••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Addison Maximilian Prescott PockFredericksburg, VaDec 31, 2025Jan 9, 2026
Alexander Ross CrawfordWilliamsburg, VaDec 31, 2025Jan 8, 2026
Anthony James DetraneFairfax, VaDec 31, 2025Jan 8, 2026
Austin J EasonFairfax, VaDec 31, 2025Jan 7, 2026
Carter Bryant EasleyFairfax, VaDec 31, 2025Jan 7, 2026
Daniel H YooFairfax, VaDec 31, 2025Jan 7, 2026
Daniel Joseph BenderFredericksburg, VaDec 31, 2025Jan 8, 2026
David Eugene BushWilliamsburg, VaDec 31, 2025Jan 7, 2026
Kurtis Lee JohnsonHarrisonburg, VaDec 31, 2025Jan 8, 2026
Michael D MaglieriFairfax, VaDec 31, 2025Jan 7, 2026
Robert Lewis KlingensmithFairfax, VaDec 31, 2025Feb 23, 2026
Shelly Haas BradenWilliamsburg, VaDec 31, 2025Jan 7, 2026
Thomas Glen SpavoneFairfax, VaDec 31, 2025Jan 8, 2026
The rule
Registrations ended
Dec 31, 2025
Registered next
Jan 7, 2026 to Feb 23, 2026
Branch state
VA
Cities
4, most in Fairfax, Va
Registered there that day
14 (people still on IAPD; an estimate)
Share of that headcount
93%
Succession by the destination
none on the tape