DFX Intelligence

RIA Intelligence

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Firm absorbed

4 advisors left F•••••• B•••• • P••••• I•• for C••••• F••••••••• I••••••••• A•••••••

independent RIAtomixed wealthRIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
David Jarrell MarshallLynchburg, VaJul 7, 2021Jul 7, 2021
John Thomas BruceLynchburg, VaJul 7, 2021Jul 8, 2021
Joseph Scott MorrellLynchburg, VaJul 7, 2021Jul 2, 2021
Norman Delmas DardenLynchburg, VaJul 7, 2021Jul 2, 2021
The rule
Registrations ended
Jul 7, 2021
Registered next
Jul 2, 2021 to Jul 8, 2021
Branch state
VA
Cities
1, most in Lynchburg, Va
Registered there that day
4 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of F•••••• B•••• • P••••• I••Other teams into C••••• F••••••••• I••••••••• A•••••••