DFX Intelligence
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Team lift-out
2 advisors left D•••••••• P••••••• for E• W••••• A•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Ara Patrick Abrahamian | Bethesda, Md | Apr 23, 2026 | Mar 27, 2026 |
| Matthew Barnes Brock | Bethesda, Md | Apr 23, 2026 | Mar 27, 2026 |
The rule
- Registrations ended
- Apr 23, 2026
- Registered next
- Mar 27, 2026
- Branch state
- MD
- Cities
- 1, most in Bethesda, Md
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape