DFX Intelligence
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Firm absorbed
11 advisors left D••••••••• L•• for D••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew Scott Rosen | Wilmington, De | Nov 4, 2024 | Aug 5, 2024 |
| David Phillip Levy | Wilmington, De | Nov 4, 2024 | Aug 5, 2024 |
| Jacob C Foster | Wilmington, De | Nov 4, 2024 | Aug 5, 2024 |
| James Witner | Wilmington, De | Nov 4, 2024 | Aug 5, 2024 |
| Kyle Hill | Wilmington, De | Nov 4, 2024 | Aug 5, 2024 |
| Martin Tyler Mcguire | Wilmington, De | Nov 4, 2024 | Aug 5, 2024 |
| Matthew Robert Stack | Wilmington, De | Nov 4, 2024 | Aug 8, 2024 |
| Max Berger | Wilmington, De | Nov 4, 2024 | Aug 5, 2024 |
| Michael Allen Fisher | Wilmington, De | Nov 4, 2024 | Aug 5, 2024 |
| Renae Ransdell | Wilmington, De | Nov 4, 2024 | Aug 5, 2024 |
| Stephen Christopher Wildman | Wilmington, De | Nov 4, 2024 | Aug 5, 2024 |
| Thomas Michael Ervin | Wilmington, De | Nov 4, 2024 | Aug 5, 2024 |
The rule
- Registrations ended
- Nov 4, 2024
- Registered next
- Aug 5, 2024 to Aug 8, 2024
- Branch state
- DE
- Cities
- 1, most in Wilmington, De
- Registered there that day
- 15 (people still on IAPD; an estimate)
- Share of that headcount
- 73%
- Succession by the destination
- a succession within a year (Jun 21, 2024), not necessarily this firm