DFX Intelligence
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Firm absorbed
4 advisors left F••••• Y•• W••••• for N••••••••• W••••• P•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daniel Ryan Sterling | New York, Ny | Jul 31, 2025 | Aug 11, 2025 |
| James Timothy Bashall | New York, Ny | Jul 31, 2025 | Aug 20, 2025 |
| Lauren Debra Sterling | New York, Ny | Jul 31, 2025 | Aug 6, 2025 |
| William Ambrose Toczylowski | New York, Ny | Jul 31, 2025 | Aug 11, 2025 |
The rule
- Registrations ended
- Jul 31, 2025
- Registered next
- Aug 6, 2025 to Aug 20, 2025
- Branch state
- NY
- Cities
- 1, most in New York, Ny
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape