DFX Intelligence

RIA Intelligence

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Firm absorbed

14 advisors left M••••••• C•••••• M••••••••• L•• for C••••• P••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Alexander Lyons FaberTowson, MdMar 3, 2023Jan 3, 2023
Andrew Nicholson RiehlTowson, MdMar 3, 2023Jan 18, 2023
Andrew T ChudyTowson, MdMar 3, 2023Jan 1, 2025
Douglas Robert MccleanTowson, MdMar 3, 2023Jan 10, 2023
Frederick Abels AllnerBaltimore, MdMar 3, 2023Jan 3, 2023
Gregory Glen HeardBaltimore, MdMar 3, 2023Jan 3, 2023
James Gerard GuideraBaltimore, MdMar 3, 2023Jan 3, 2023
James Peter GauthierTowson, MdMar 3, 2023Jan 3, 2023
Jeffrey Larkin CaplesTowson, MdMar 3, 2023Jan 3, 2023
John Fleming BlairBaltimore, MdMar 3, 2023Jan 3, 2023
Lenee B DirzuweitTowson, MdMar 3, 2023Jan 11, 2023
Marie Catherine DavidTowson, MdMar 3, 2023Jan 10, 2023
Nicholas N. PetrelliTowson, MdMar 3, 2023Jan 3, 2023
Olive W MitchellTowson, MdMar 3, 2023Jan 3, 2023
The rule
Registrations ended
Mar 3, 2023
Registered next
Jan 3, 2023 to Jan 1, 2025
Branch state
MD
Cities
2, most in Towson, Md
Registered there that day
16 (people still on IAPD; an estimate)
Share of that headcount
88%
Succession by the destination
none on the tape
Other teams out of M••••••• C•••••• M••••••••• L••Other teams into C••••• P••••••• L••