DFX Intelligence
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Firm absorbed
7 advisors left A••••••••• C•••••• for H•••••••• A•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bryan W Keane | Arlington, Va | Dec 6, 2021 | Oct 29, 2021 |
| Catherine Eleanor Mulcahy | Arlington, Va | Dec 6, 2021 | Oct 29, 2021 |
| David Patrick Beatson | Arlington, Va | Dec 6, 2021 | Oct 29, 2021 |
| Ingrid Portia John | Arlington, Va | Dec 6, 2021 | Oct 29, 2021 |
| Todd Tamagnini | Arlington, Va | Dec 6, 2021 | Oct 29, 2021 |
| Jonathan Andrew Ferguson | Arlington, Va | Dec 13, 2021 | Oct 29, 2021 |
The rule
- Registrations ended
- Dec 6, 2021 to Dec 13, 2021
- Registered next
- Oct 29, 2021
- Branch state
- VA
- Cities
- 1, most in Arlington, Va
- Registered there that day
- 11 (people still on IAPD; an estimate)
- Share of that headcount
- 64%
- Succession by the destination
- none on the tape