DFX Intelligence
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Firm absorbed
9 advisors left B••••••••• W••••• • F•••••••• M••••••••• L•• for F•••• P••••••• W•••••• L••
independent RIAtootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Answan Demond Johnson | Bethesda, Md | Mar 5, 2018 | Oct 24, 2018 |
| Christopher Patrick Johnson | Bethesda, Md | Mar 5, 2018 | Dec 4, 2023 |
| Dawn Ellen Doebler | Bethesda, Md | Mar 5, 2018 | Oct 10, 2024 |
| Karen Lapier Baer | Easton, Md | Mar 5, 2018 | Feb 20, 2018 |
| Megan Nicole Kelly | Bethesda, Md | Mar 5, 2018 | Feb 27, 2018 |
| Nina Ramo Mitchell | Bethesda, Md | Mar 5, 2018 | Feb 20, 2018 |
| Shellie Kurek Peters | Bethesda, Md | Mar 5, 2018 | Feb 27, 2018 |
| Stephen Bruce Schuler | Bethesda, Md | Mar 5, 2018 | Feb 21, 2018 |
| Wayne Bruce Zussman | Easton, Md | Mar 5, 2018 | Feb 27, 2018 |
The rule
- Registrations ended
- Mar 5, 2018
- Registered next
- Feb 20, 2018 to Oct 10, 2024
- Branch state
- MD
- Cities
- 2, most in Bethesda, Md
- Registered there that day
- 9 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape