DFX Intelligence
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Firm absorbed
15 advisors left W•••• H••••••• I••• for C•••••••
independent RIAtoinstitutionalOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Beau Knighton Williams | Birmingham, Al | May 22, 2020 | Mar 10, 2020 |
| Brandy Ballard Hydrick | Montgomery, Al | May 22, 2020 | Mar 12, 2020 |
| Brian Scott Mitchell | Montgomery, Al | May 22, 2020 | Mar 2, 2020 |
| Catherine Steele Bragg | Birmingham, Al | May 22, 2020 | Mar 2, 2020 |
| Daniel Ryan Logan | Montgomery, Al | May 22, 2020 | Mar 9, 2020 |
| Donald F Lutomski | Birmingham, Al | May 22, 2020 | Mar 2, 2020 |
| Edward Virgil Welch | Montgomery, Al | May 22, 2020 | Mar 2, 2020 |
| Hannah Wadsworth | Montgomery, Al | May 22, 2020 | Mar 2, 2020 |
| James Wilkerson Underwood | Birmingham, Al | May 22, 2020 | Mar 2, 2020 |
| John P Maloney | Birmingham, Al | May 22, 2020 | Mar 9, 2020 |
| Kimberly Marie Elliott | Montgomery, Al | May 22, 2020 | Mar 2, 2020 |
| Mark Alan Bishop | Montgomery, Al | May 22, 2020 | Mar 9, 2020 |
| Oliver L Haynes | Montgomery, Al | May 22, 2020 | Mar 12, 2020 |
| Phillip Charles Anderson | Birmingham, Al | May 22, 2020 | Mar 9, 2020 |
| Robin Andrew Godwin | Montgomery, Al | May 22, 2020 | Mar 9, 2020 |
The rule
- Registrations ended
- May 22, 2020
- Registered next
- Mar 2, 2020 to Mar 12, 2020
- Branch state
- AL
- Cities
- 2, most in Montgomery, Al
- Registered there that day
- 15 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape