DFX Intelligence
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Team lift-out
9 advisors left B•• W••••• A•••••••• L•• for C•••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Barbara Jean Devine | Columbia, Md | Nov 2, 2023 | Nov 2, 2023 |
| Eli Nathan Lerner | Columbia, Md | Nov 2, 2023 | Jan 22, 2025 |
| James Boyd Waller | Columbia, Md | Nov 2, 2023 | Jan 21, 2026 |
| Mark David Biegel | Columbia, Md | Nov 2, 2023 | Nov 2, 2023 |
| Matthew Ari Gotlin | Columbia, Md | Nov 2, 2023 | Nov 2, 2023 |
| Micah John Lang | Columbia, Md | Nov 2, 2023 | Nov 2, 2023 |
| Peter Paul Jenkins | Columbia, Md | Nov 2, 2023 | Nov 2, 2023 |
The rule
- Registrations ended
- Nov 2, 2023
- Registered next
- Nov 2, 2023 to Jan 21, 2026
- Branch state
- MD
- Cities
- 1, most in Columbia, Md
- Registered there that day
- 19 (people still on IAPD; an estimate)
- Share of that headcount
- 47%
- Succession by the destination
- none on the tape