DFX Intelligence
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Firm absorbed
3 advisors left R•••••• W••••• M••••••••• G••••• L•• for A••••••• I••••••••• P•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Michael David Young | Medford, Nj | May 13, 2026 | Apr 30, 2026 |
| Samuel Clay Bridgers | Medford, Nj | May 13, 2026 | Apr 30, 2026 |
| William Sapp Merriken | Medford, Nj | May 13, 2026 | Jun 23, 2026 |
The rule
- Registrations ended
- May 13, 2026
- Registered next
- Apr 30, 2026 to Jun 23, 2026
- Branch state
- NJ
- Cities
- 1, most in Medford, Nj
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape