DFX Intelligence

RIA Intelligence

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Firm absorbed

4 advisors left O•••••••• P•••••••• L••• for A•••••• W•••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Charles Brandon DownsAtlanta, GaJun 7, 2022Feb 4, 2020
Jennifer Irene StoreyAtlanta, GaJun 7, 2022Feb 4, 2020
Sean Patrick LennoxAtlanta, GaJun 7, 2022Jan 16, 2020
William Joseph CohenAtlanta, GaJun 7, 2022Feb 4, 2020
The rule
Registrations ended
Jun 7, 2022
Registered next
Jan 16, 2020 to Feb 4, 2020
Branch state
GA
Cities
1, most in Atlanta, Ga
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 O•••••••• P•••••••• L•••Other teams into A•••••• W•••••