DFX Intelligence

RIA Intelligence

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Firm absorbed

7 advisors left M•••••• P••••••• for W•••••• A•••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Daniel Mcclain HudspethCharlotte, NcDec 13, 2024May 3, 2024
Corey Alan MeyerCharlotte, NcDec 19, 2024May 3, 2024
Daniele Marie DonahoeCharlotte, NcDec 19, 2024May 3, 2024
Lorraine R TomlinCharlotte, NcDec 19, 2024May 3, 2024
Michael Elliott Van NessCharlotte, NcDec 19, 2024May 3, 2024
Rebecca Lynn HooverCharlotte, NcDec 19, 2024May 3, 2024
Sandra Bradley CarlsonCharlotte, NcDec 19, 2024May 3, 2024
The rule
Registrations ended
Dec 13, 2024 to Dec 19, 2024
Registered next
May 3, 2024
Branch state
NC
Cities
1, most in Charlotte, Nc
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 M•••••• P•••••••Other teams into W•••••• A•••••••• L••