DFX Intelligence
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Firm absorbed
3 advisors left A••••• S•••• F••••••••• L•• for A••••••• F••••••••• L•••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Arthur Stein | Bethesda, Md | Jun 25, 2026 | Jun 1, 2026 |
| Paul Robert Cusumano | Bethesda, Md | Jun 25, 2026 | Jun 1, 2026 |
| Zachary Brandon Smythe | Marriottsville, Md | Jun 25, 2026 | Jun 1, 2026 |
The rule
- Registrations ended
- Jun 25, 2026
- Registered next
- Jun 1, 2026
- Branch state
- MD
- Cities
- 2, most in Bethesda, Md
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape