DFX Intelligence

RIA Intelligence

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Firm absorbed

8 advisors left H•••••••• W••••• M••••••••• for B••••• P••••• A•••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Alexandra M MastrotaFalls Church, VaDec 18, 2025Nov 25, 2025
Carrie Joyce LeinbachFalls Church, VaDec 18, 2025Nov 25, 2025
Eileen Murphy O'ConnorFalls Church, VaDec 18, 2025Dec 18, 2025
James Cole DelucasFalls Church, VaDec 18, 2025Nov 21, 2025
Jennifer Lake DawsonFalls Church, VaDec 18, 2025Nov 25, 2025
Katherine Paige MabryFalls Church, VaDec 18, 2025Nov 21, 2025
Michael Francis BymanFalls Church, VaDec 18, 2025Nov 25, 2025
Steven Robert CherryFalls Church, VaDec 18, 2025Nov 24, 2025
The rule
Registrations ended
Dec 18, 2025
Registered next
Nov 21, 2025 to Dec 18, 2025
Branch state
VA
Cities
1, most in Falls Church, Va
Registered there that day
8 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of H•••••••• W••••• M•••••••••Other teams into B••••• P••••• A•••••••• L••