DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Firm absorbed
3 advisors left W••••••••• A••••••• for W••••••••• A•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jacob Yale Scott | Midlothian, Va | Dec 31, 2024 | Dec 12, 2024 |
| Joseph Saunders Wiggins | Midlothian, Va | Dec 31, 2024 | Dec 12, 2024 |
| Robert Michael Moyer | Midlothian, Va | Dec 31, 2024 | Dec 12, 2024 |
The rule
- Registrations ended
- Dec 31, 2024
- Registered next
- Dec 12, 2024
- Branch state
- VA
- Cities
- 1, most in Midlothian, Va
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape