DFX Intelligence

RIA Intelligence

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Firm absorbed

7 advisors left K••• F•••••••• A••••••• C••• for M••••• G••••• A••••••• I•••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Adam M LeeAtlanta, GaJan 4, 2021Dec 23, 2020
Andrew David MeddersAtlanta, GaJan 4, 2021Dec 24, 2020
Bryan Andrew StrikeAtlanta, GaJan 4, 2021Dec 23, 2020
Nicholas Andrew CoppolaAtlanta, GaJan 4, 2021Dec 23, 2020
Richard Bradley MundyAtlanta, GaJan 4, 2021Dec 23, 2020
William Alan McknightAtlanta, GaJan 4, 2021Jan 4, 2021
William Mark HowardAtlanta, GaJan 4, 2021Dec 23, 2020
The rule
Registrations ended
Jan 4, 2021
Registered next
Dec 23, 2020 to Jan 4, 2021
Branch state
GA
Cities
1, most in Atlanta, Ga
Registered there that day
7 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of K••• F•••••••• A••••••• C•••Other teams into M••••• G••••• A••••••• I•••