DFX Intelligence
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Firm absorbed
3 advisors left W••••••• A••••••••• I•• for M•• C•••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bradley Stocker Norton | Cleveland, Oh | Jul 5, 2022 | Jul 11, 2022 |
| Christopher William Baker | Cleveland, Oh | Jul 5, 2022 | Jul 15, 2022 |
| Mark Quien Haley | Cleveland, Oh | Jul 5, 2022 | Jul 11, 2022 |
The rule
- Registrations ended
- Jul 5, 2022
- Registered next
- Jul 11, 2022 to Jul 15, 2022
- Branch state
- OH
- Cities
- 1, most in Cleveland, Oh
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 75%
- Succession by the destination
- none on the tape