DFX Intelligence
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Firm absorbed
3 advisors left B••••••••• W••••• M••••••••• for A•••••• W••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Connor Nicholas Stanley | Rockville, Md | Dec 10, 2024 | Nov 1, 2024 |
| Rebeka Lynn King | Rockville, Md | Dec 10, 2024 | Dec 5, 2024 |
| Winter Andrew Troxel | Rockville, Md | Dec 10, 2024 | Dec 1, 2024 |
The rule
- Registrations ended
- Dec 10, 2024
- Registered next
- Nov 1, 2024 to Dec 5, 2024
- Branch state
- MD
- Cities
- 1, most in Rockville, Md
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape