DFX Intelligence
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Firm absorbed
6 advisors left L••• W••••• A•••••••• L•• for M•• C•••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bradley Alan Williams | Columbia, Md | Dec 17, 2025 | Dec 16, 2025 |
| David Laurence Kasten | Columbia, Md | Dec 17, 2025 | Dec 18, 2025 |
| Gregory Alan Lowe | Columbia, Md | Dec 17, 2025 | Dec 17, 2025 |
| Harold Alan Lowe | Columbia, Md | Dec 17, 2025 | Dec 18, 2025 |
| Jennifer Ann Kutchey | Columbia, Md | Dec 17, 2025 | Dec 18, 2025 |
| Joshua Martin Sacks | Columbia, Md | Dec 17, 2025 | Dec 18, 2025 |
The rule
- Registrations ended
- Dec 17, 2025
- Registered next
- Dec 16, 2025 to Dec 18, 2025
- Branch state
- MD
- Cities
- 1, most in Columbia, Md
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape