DFX Intelligence
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Firm absorbed
4 advisors left A••••• P••• for C• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daniel Harold Honsberger | Richmond, Va | Aug 28, 2024 | Aug 16, 2024 |
| Jamie Lee Malone | Richmond, Va | Aug 28, 2024 | Aug 16, 2024 |
| Marilee Anne Falco | Richmond, Va | Aug 28, 2024 | Aug 16, 2024 |
| Michael Joyce | Richmond, Va | Aug 28, 2024 | Aug 16, 2024 |
The rule
- Registrations ended
- Aug 28, 2024
- Registered next
- Aug 16, 2024
- Branch state
- VA
- Cities
- 1, most in Richmond, Va
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 80%
- Succession by the destination
- none on the tape