DFX Intelligence

RIA Intelligence

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Firm absorbed

7 advisors left P••••••••• P•••••••• L•• for C•••••• A•••• M••••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Amanda Rae PlonskiReston, VaJun 16, 2020Jun 16, 2020
Andrew James WoolridgeReston, VaJun 16, 2020Jun 16, 2020
David William KarpReston, VaJun 16, 2020Jun 16, 2020
Dawn Marie PageReston, VaJun 16, 2020Jun 16, 2020
Lars Gunnar OkesonReston, VaJun 16, 2020Jun 16, 2020
Nicholas Vincent MelloneReston, VaJun 16, 2020Jun 16, 2020
Stephen Herman BerardiReston, VaJun 16, 2020Jun 16, 2020
The rule
Registrations ended
Jun 16, 2020
Registered next
Jun 16, 2020
Branch state
VA
Cities
1, most in Reston, Va
Registered there that day
9 (people still on IAPD; an estimate)
Share of that headcount
78%
Succession by the destination
none on the tape
Other teams out of P••••••••• P•••••••• L••Other teams into C•••••• A•••• M••••••••• L••