DFX Intelligence
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Team lift-out
2 advisors left G•••• P•••• A•••••••• L•• for C••••••• R•••• W••••• P••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Rectenwald | Rockville, Md | May 1, 2025 | Nov 19, 2024 |
| Hondamir Ken Burhon | Rockville, Md | May 1, 2025 | Feb 5, 2025 |
The rule
- Registrations ended
- May 1, 2025
- Registered next
- Nov 19, 2024 to Feb 5, 2025
- Branch state
- MD
- Cities
- 2, most in Rockville, Md
- Registered there that day
- 250 (people still on IAPD; an estimate)
- Share of that headcount
- 0.8%
- Succession by the destination
- none on the tape