DFX Intelligence
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Firm absorbed
5 advisors left K••••• F•••••••• G•••• I••• for B••••• P••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christina Lynn White | Columbia, Md | Mar 8, 2024 | Mar 1, 2024 |
| Donald Wayne Ferguson | Columbia, Md | Mar 8, 2024 | Mar 1, 2024 |
| Kristian Idar Albornoz | Columbia, Md | Mar 8, 2024 | Mar 6, 2024 |
| Zachary Oliver Boleyn | Columbia, Md | Mar 8, 2024 | Feb 29, 2024 |
| John Patrick Keeney | Columbia, Md | Mar 12, 2024 | Feb 20, 2024 |
The rule
- Registrations ended
- Mar 8, 2024 to Mar 12, 2024
- Registered next
- Feb 20, 2024 to Mar 6, 2024
- Branch state
- MD
- Cities
- 1, most in Columbia, Md
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape