DFX Intelligence
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Team lift-out
6 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for C••••••••• I••••••••• A•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bradley William Schell | Silver Spring, Md | Jul 7, 2026 | Jul 6, 2026 |
| Brian James Krawiec | Gaithersburg, Md | Jul 7, 2026 | Jul 6, 2026 |
| Deborah Markey Kelly | Glenelg, Md | Jul 7, 2026 | Jul 6, 2026 |
| Kevin Victor Pinto | College Park, Md | Jul 7, 2026 | Jul 6, 2026 |
| Lanta Larrett Evans | Ashton, Md | Jul 7, 2026 | Jul 6, 2026 |
| Gregory Edward Wilkinson | Ashton, Md | Jul 8, 2026 | Jul 6, 2026 |
The rule
- Registrations ended
- Jul 7, 2026 to Jul 8, 2026
- Registered next
- Jul 6, 2026
- Branch state
- MD
- Cities
- 3, most in Ashton, Md
- Registered there that day
- 6,617 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape