DFX Intelligence
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Firm absorbed
12 advisors left P••••••• S•••••••• G••••• L•• for W••••• E••••••••• A••••••• S•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alexander Cochran | Fulton, Md | Sep 10, 2019 | Jul 23, 2019 |
| Brian Kuhn | Fulton, Md | Sep 10, 2019 | Jul 24, 2019 |
| Christophe Marie Pascal Dionot | Fulton, Md | Sep 10, 2019 | Jul 23, 2019 |
| Daniel Dupuy | Fulton, Md | Sep 10, 2019 | Jul 23, 2019 |
| Heather Donhauser Calianno | Fulton, Md | Sep 10, 2019 | Jul 23, 2019 |
| Jared Knowles | Fulton, Md | Sep 10, 2019 | Jan 1, 2025 |
| Jonathan Luther Wienecke | Fulton, Md | Sep 10, 2019 | Jul 25, 2019 |
| Jonathan Victor Giordani | Fulton, Md | Sep 10, 2019 | Jul 26, 2019 |
| Joseph Evans | Fulton, Md | Sep 10, 2019 | Jul 31, 2019 |
| Kathleen Nolan | Fulton, Md | Sep 10, 2019 | Jul 24, 2019 |
| Melinda Boyd | Fulton, Md | Sep 10, 2019 | Jul 23, 2019 |
| William Cannon | Fulton, Md | Sep 10, 2019 | Aug 4, 2025 |
The rule
- Registrations ended
- Sep 10, 2019
- Registered next
- Jul 23, 2019 to Aug 4, 2025
- Branch state
- MD
- Cities
- 1, most in Fulton, Md
- Registered there that day
- 16 (people still on IAPD; an estimate)
- Share of that headcount
- 75%
- Succession by the destination
- none on the tape