DFX Intelligence
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Firm absorbed
10 advisors left T•• C•••••• G•••• I••••••••• A••••••• S•••••••• L•• for T•• B•••••• G•••• W••••• A•••••••• L••
othertootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alexander Max Kuczera | Bethesda, Md | Oct 4, 2024 | Oct 14, 2024 |
| Christopher Staub | Bethesda, Md | Oct 4, 2024 | Oct 14, 2024 |
| Joseph James Harkness | Bethesda, Md | Oct 4, 2024 | Oct 14, 2024 |
| Ryan Zack | Bethesda, Md | Oct 4, 2024 | Oct 14, 2024 |
| Tyler Augustus Stewart | Bethesda, Md | Oct 4, 2024 | Oct 25, 2024 |
| Eric Robert Friedman | Bethesda, Md | Oct 5, 2024 | Oct 9, 2024 |
| Joseph Thomas Alvarez | Bethesda, Md | Oct 5, 2024 | Oct 14, 2024 |
| Lewis Stewart Evans | Bethesda, Md | Oct 5, 2024 | Oct 14, 2024 |
| Robert Hamilton Hannan | Bethesda, Md | Oct 5, 2024 | Oct 14, 2024 |
The rule
- Registrations ended
- Oct 4, 2024 to Oct 5, 2024
- Registered next
- Oct 9, 2024 to Dec 6, 2024
- Branch state
- MD
- Cities
- 1, most in Bethesda, Md
- Registered there that day
- 11 (people still on IAPD; an estimate)
- Share of that headcount
- 91%
- Succession by the destination
- none on the tape
A team is two or more advisors whose registrations through one firm ended within fourteen days of each other, from branches in the same state, all registering next through the same other firm. The kind is a printed rule, not a judgment: absorbed when half or more of the firm’s registered people moved or a succession names it, channel change when the two CRDs are one enterprise (same name, same 75%+ owner around the move, or one name the other with a word added), large transfer at fifty or more, lift-out otherwise.