DFX Intelligence
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Firm absorbed
3 advisors left W•••• O•• W••••• M••••••••• for P••••••• W••••• A•••••••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Douglas Hart Birnie | Columbia, Md | Dec 31, 2024 | Nov 25, 2024 |
| James Albert Sexton | Columbia, Md | Dec 31, 2024 | Nov 25, 2024 |
| Paul Michael Bradley | Columbia, Md | Dec 31, 2024 | Nov 25, 2024 |
The rule
- Registrations ended
- Dec 31, 2024
- Registered next
- Nov 25, 2024
- Branch state
- MD
- Cities
- 1, most in Columbia, Md
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 60%
- Succession by the destination
- none on the tape