DFX Intelligence

RIA Intelligence

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Firm absorbed

20 advisors left W•••••••• S•••• • T••••• A•••• M••••••••• L•• for C••••••••• C••••••••• A••••••• S••••••••

independent RIAtomixed wealthRIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Amie Slaton BatyNorfolk, VaApr 19, 2024Apr 21, 2024
Andrew Joshua AveryNorfolk, VaApr 19, 2024Apr 21, 2024
Daniel John PizetoskiNorfolk, VaApr 19, 2024Apr 21, 2024
Kurt Wilhelm EvertzNorfolk, VaApr 19, 2024Apr 21, 2024
Mark Randall WardenNorfolk, VaApr 19, 2024Apr 21, 2024
Sophia Louise IvancichNorfolk, VaApr 19, 2024Apr 21, 2024
Daniel Fralin PowellNorfolk, VaApr 23, 2024Apr 23, 2024
Thomas Francis Xavier McnallyNorfolk, VaApr 24, 2024Apr 24, 2024
Brianna Therese ShughrouNorfolk, VaApr 25, 2024Apr 25, 2024
Caroline Wilkes PaceRoanoke, VaApr 25, 2024Apr 25, 2024
Connor Fraser Dabney FanneyNorfolk, VaApr 25, 2024Apr 25, 2024
Luke Hyma ScanlanNorfolk, VaApr 25, 2024Apr 25, 2024
Paul Aaron FerwerdaNorfolk, VaApr 25, 2024Apr 25, 2024
Roger Herman ScheffelNorfolk, VaApr 25, 2024Apr 25, 2024
Ryan StallardNorfolk, VaApr 25, 2024Apr 25, 2024
Scott M MccluneyNorfolk, VaApr 29, 2024Apr 29, 2024
Stephen James BoweryRoanoke, VaMay 2, 2024May 2, 2024
Wayne Turner HouseNorfolk, VaMay 2, 2024May 2, 2024
Lawrence Albert BernertNorfolk, VaMay 6, 2024May 6, 2024
Robert Downing MundinRoanoke, VaMay 6, 2024May 6, 2024
Wayne Freeman WilbanksNorfolk, VaMay 13, 2024May 13, 2024
The rule
Registrations ended
Apr 19, 2024 to May 13, 2024
Registered next
Apr 21, 2024 to May 13, 2024
Branch state
VA
Cities
2, most in Norfolk, Va
Registered there that day
22 (people still on IAPD; an estimate)
Share of that headcount
91%
Succession by the destination
none on the tape
Other teams out of W•••••••• S•••• • T••••• A•••• M••••••••• L••Other teams into C••••••••• C••••••••• A••••••• S••••••••