DFX Intelligence
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Firm absorbed
9 advisors left C••••••• W••••• M••••••••• I••• for C•••••••
independent RIAtoinstitutionalOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian Stewart | Alexandria, Va | Mar 28, 2025 | Dec 20, 2024 |
| Frances Fang | Alexandria, Va | Mar 28, 2025 | Dec 20, 2024 |
| Jacob Rawlings | Alexandria, Va | Mar 28, 2025 | Dec 20, 2024 |
| Kelly Peter Campbell | Alexandria, Va | Mar 28, 2025 | Dec 23, 2024 |
| Mark Thomas Wagner | Alexandria, Va | Mar 28, 2025 | Dec 20, 2024 |
| Meghan Lusk | Alexandria, Va | Mar 28, 2025 | Feb 27, 2025 |
| Nathan Blumenschein | Alexandria, Va | Mar 28, 2025 | Dec 20, 2024 |
| Quinn William Archer | Alexandria, Va | Mar 28, 2025 | Dec 20, 2024 |
| Richard Lee Clement | Alexandria, Va | Mar 28, 2025 | Dec 20, 2024 |
The rule
- Registrations ended
- Mar 28, 2025
- Registered next
- Dec 20, 2024 to Feb 27, 2025
- Branch state
- VA
- Cities
- 1, most in Alexandria, Va
- Registered there that day
- 9 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape