DFX Intelligence
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Team lift-out
3 advisors left C•••••••• I••••••••• R••••••• A•••••••• I••• for L•• F•••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Douglas Anthony Potash | Annapolis, Md | Mar 13, 2026 | Mar 9, 2026 |
| Erin Gay Willis | Bethesda, Md | Mar 13, 2026 | Mar 9, 2026 |
| Luke E Krmpotich | Millersville, Md | Mar 13, 2026 | Mar 9, 2026 |
The rule
- Registrations ended
- Mar 13, 2026
- Registered next
- Mar 9, 2026
- Branch state
- MD
- Cities
- 3, most in Bethesda, Md
- Registered there that day
- 3,891 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape