DFX Intelligence

RIA Intelligence

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Firm absorbed

5 advisors left C••••• A•••• M••••••••• L•• for D••••••• I••••••••• A•••••••• I•••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Benjamin Tracy BishopHenrico, VaMar 10, 2023Mar 1, 2023
Cheryl Lynn PageRichmond, VaMar 10, 2023Mar 1, 2023
Daniel Marc PeimerHenrico, VaMar 10, 2023Mar 13, 2023
Herbert Barrow TurnerHenrico, VaMar 10, 2023Mar 1, 2023
Peyton Mills StudebakerHenrico, VaMar 10, 2023Mar 1, 2023
The rule
Registrations ended
Mar 10, 2023
Registered next
Mar 1, 2023 to Mar 13, 2023
Branch state
VA
Cities
2, most in Henrico, Va
Registered there that day
5 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of C••••• A•••• M••••••••• L••Other teams into D••••••• I••••••••• A•••••••• I•••