DFX Intelligence
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Firm absorbed
4 advisors left I••••••••• M••••••••• O• V•••••••• L•• for P••••••• A••••••••• L•••
independent RIAtomixed wealthRIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joseph Cornelius Godsey | Richmond, Va | Dec 11, 2023 | May 18, 2023 |
| Reginald George Pickral | Richmond, Va | Dec 11, 2023 | May 18, 2023 |
| Thomas Friedich Neuhaus | Richmond, Va | Dec 11, 2023 | May 18, 2023 |
| William Ernest Sizemore | Richmond, Va | Dec 11, 2023 | May 18, 2023 |
The rule
- Registrations ended
- Dec 11, 2023
- Registered next
- May 18, 2023
- Branch state
- VA
- Cities
- 1, most in Richmond, Va
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- Succession by the destination
- none on the tape