DFX Intelligence
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Firm absorbed
3 advisors left M••••• • C•••••••• A• A••••••• W••••• C•••••• for A••••••• W••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Charles Everett Markwalter | Atlanta, Ga | Sep 24, 2025 | Sep 9, 2024 |
| David Lee Watson | Atlanta, Ga | Sep 24, 2025 | Sep 12, 2024 |
| Kurt Thomas Momand | Atlanta, Ga | Sep 24, 2025 | Nov 21, 2024 |
The rule
- Registrations ended
- Sep 24, 2025
- Registered next
- Sep 9, 2024 to Nov 21, 2024
- Branch state
- GA
- Cities
- 1, most in Atlanta, Ga
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape