DFX Intelligence

RIA Intelligence

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Firm absorbed

6 advisors left L••••••••• W••••• M••••••••• for W••••• E••••••••• A••••••• S•••••••• L••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Andrew P WilsonNew Market, MdJul 23, 2021Aug 5, 2021
Edward KozlowskiNew Market, MdJul 23, 2021Jul 2, 2021
Jonathan Colin Montgomery WinkertNew Market, MdJul 23, 2021Jul 1, 2021
Justin ByramNew Market, MdJul 23, 2021Jul 1, 2021
Katy ChaseNew Market, MdJul 23, 2021Jul 1, 2021
Michael Christopher WaliNew Market, MdJul 23, 2021Jul 1, 2021
The rule
Registrations ended
Jul 23, 2021
Registered next
Jul 1, 2021 to Aug 5, 2021
Branch state
MD
Cities
1, most in New Market, 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
Other teams out of L••••••••• W••••• M•••••••••Other teams into W••••• E••••••••• A••••••• S•••••••• L••