DFX Intelligence

RIA Intelligence

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Firm absorbed

5 advisors left A•• W••••• M••••••••• for F• L• P••••• I••••••••• M••••••••• C••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Aaron Jay RosenReston, VaMar 7, 2025Mar 6, 2025
Amanda Michele PfeifleReston, VaMar 7, 2025Mar 6, 2025
Erin Melissa HoltReston, VaMar 7, 2025Mar 6, 2025
James Thomas OrtlipReston, VaMar 7, 2025Mar 26, 2025
Susan Marie WhiteReston, VaMar 7, 2025Mar 6, 2025
The rule
Registrations ended
Mar 7, 2025
Registered next
Mar 6, 2025 to Mar 26, 2025
Branch state
VA
Cities
1, most in Reston, Va
Registered there that day
7 (people still on IAPD; an estimate)
Share of that headcount
71%
Succession by the destination
none on the tape
Other teams out of A•• W••••• M•••••••••Other teams into F• L• P••••• I••••••••• M••••••••• C••