DFX 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.
Team lift-out
2 advisors left T•••••• P•••• F•••••••• for C•••••••• I••••••••• R••••••• A•••••••• I•••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian Stuart Jolles | Frederick, Md | Nov 4, 2025 | Oct 31, 2025 |
| Rickey Jay Post | Frederick, Md | Nov 4, 2025 | Oct 31, 2025 |
The rule
- Registrations ended
- Nov 4, 2025
- Registered next
- Oct 31, 2025
- Branch state
- MD
- Cities
- 1, most in Frederick, Md
- Registered there that day
- 15 (people still on IAPD; an estimate)
- Share of that headcount
- 13%
- Succession by the destination
- none on the tape