DFX Intelligence
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Firm absorbed
6 advisors left O••••••• P••••••• P••••••• S••••••••• L•• for M•••• F•••••••• A•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Ashley Maurine Helm | Rockville, Md | Dec 4, 2025 | Oct 3, 2025 |
| Jay Bradley Wilen | Rockville, Md | Dec 4, 2025 | Oct 3, 2025 |
| Pamela Jean Flick | Rockville, Md | Dec 4, 2025 | Oct 3, 2025 |
| Patrick Kenneth Carroll | Rockville, Md | Dec 4, 2025 | Oct 3, 2025 |
| Todd Michael Feldman | Rockville, Md | Dec 4, 2025 | Oct 6, 2025 |
| Vincent Sean Mccarron | Rockville, Md | Dec 4, 2025 | Oct 3, 2025 |
The rule
- Registrations ended
- Dec 4, 2025
- Registered next
- Oct 3, 2025 to Oct 6, 2025
- Branch state
- MD
- Cities
- 1, most in Rockville, Md
- Registered there that day
- 7 (people still on IAPD; an estimate)
- Share of that headcount
- 86%
- Succession by the destination
- none on the tape