DFX Intelligence
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Firm absorbed
4 advisors left F•••••••• W••••• M••••••••• L•• for W•••• I••••••••• A•••••••• L••
mixed wealthtoinstitutionalOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Shaunt Ed Ozben | Reston, Va | Jul 10, 2024 | Jul 2, 2024 |
| Theresa Mcdevitt Diblasi | Reston, Va | Jul 10, 2024 | Jul 1, 2024 |
| Christopher John Broderick | Reston, Va | Jul 16, 2024 | Jul 1, 2024 |
| Patrick Daniel Roth | Reston, Va | Jul 16, 2024 | Jul 1, 2024 |
The rule
- Registrations ended
- Jul 10, 2024 to Jul 16, 2024
- Registered next
- Jul 1, 2024 to Jul 2, 2024
- Branch state
- VA
- Cities
- 1, most in Reston, Va
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape