DFX Intelligence
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Firm absorbed
4 advisors left L•• I••••••••• A••••••• for M•• C•••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Lowell Williams | Hurricane, Wv | Mar 4, 2026 | Feb 23, 2026 |
| David Wayne Lanham | Hurricane, Wv | Mar 4, 2026 | Mar 6, 2026 |
| Patrick Sean Mayberry | Hurricane, Wv | Mar 4, 2026 | Mar 6, 2026 |
| Robert Lewis O'Dell | Hurricane, Wv | Mar 4, 2026 | Feb 23, 2026 |
The rule
- Registrations ended
- Mar 4, 2026
- Registered next
- Feb 23, 2026 to Mar 6, 2026
- Branch state
- WV
- Cities
- 1, most in Hurricane, Wv
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 80%
- Succession by the destination
- none on the tape