DFX Intelligence

RIA Intelligence

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Firm absorbed

5 advisors left L••••• I••••••••• G••••• L•• for D••••• W•••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Carrie Mae RuarkLewes, DeDec 12, 2025Nov 3, 2025
Evan D HineLewes, DeDec 12, 2025Nov 3, 2025
Jay Colin MiddletonLewes, DeDec 12, 2025Nov 3, 2025
Jessica Renee BimonteLewes, DeDec 12, 2025Nov 3, 2025
Sean David MerlonghiLewes, DeDec 12, 2025Nov 3, 2025
The rule
Registrations ended
Dec 12, 2025
Registered next
Nov 3, 2025
Branch state
DE
Cities
1, most in Lewes, De
Registered there that day
5 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of L••••• I••••••••• G••••• L••Other teams into D••••• W•••••• L••