DFX Intelligence

RIA Intelligence

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Firm absorbed

6 advisors left C••••• B•••••• W••••• M••••••••• L•• for C•••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Jeffrey Allen GumpVirginia Beach, VaJan 25, 2023Jan 27, 2023
Kevin Michael SheaVirginia Beach, VaJan 25, 2023Jan 30, 2023
Nicholas Roger BertozziRichmond, VaJan 25, 2023Jan 27, 2023
Peter William TomaschTysons Corner, VaJan 25, 2023Jan 26, 2023
Wesley Howell WatkinsRichmond, VaJan 25, 2023Jan 30, 2023
William Carlton ShepherdRichmond, VaJan 25, 2023Jan 26, 2023
The rule
Registrations ended
Jan 25, 2023
Registered next
Jan 26, 2023 to Jan 30, 2023
Branch state
VA
Cities
3, most in Richmond, Va
Registered there that day
8 (people still on IAPD; an estimate)
Share of that headcount
75%
Succession by the destination
none on the tape
Other teams out of C••••• B•••••• W••••• M••••••••• L••Other teams into C•••••• L••