DFX Intelligence
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Team lift-out
3 advisors left F••••• N•••• F•••••• D•••••• I••••••••• for R•• C•••••• M••••••• L••
independent RIAtonational BDRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Allyson Michelle Adkins | Cambridge, Md | Oct 8, 2025 | Sep 12, 2025 |
| Kevin Flaherty | Cambridge, Md | Oct 8, 2025 | Sep 10, 2025 |
| William Maxwell Fryer | Cambridge, Md | Oct 8, 2025 | Sep 10, 2025 |
The rule
- Registrations ended
- Oct 8, 2025
- Registered next
- Sep 10, 2025 to Sep 12, 2025
- Branch state
- MD
- Cities
- 1, most in Cambridge, Md
- Registered there that day
- 20 (people still on IAPD; an estimate)
- Share of that headcount
- 15%
- Succession by the destination
- none on the tape