DFX Intelligence

RIA Intelligence

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Firm absorbed

12 advisors left D•••• H••••• G•••••• W••••• A••••••• L•• for F••••• M••••• W••••• A•••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Adrian George Castner VassalloAsheville, NcAug 24, 2022Jun 1, 2022
Amy Elizabeth ManningCharlotte, NcAug 24, 2022Jun 1, 2022
Ashley Witt IsraelAsheville, NcAug 24, 2022Jun 1, 2022
Carson Skottowe WannamakerHigh Point, NcAug 24, 2022Jun 1, 2022
Colby Brittan RobinsonCharlotte, NcAug 24, 2022Jun 1, 2022
Dollie Beddingfield HalfordHendersonville, NcAug 24, 2022Jun 1, 2022
Dorsey Webster TyndallGreenville, NcAug 24, 2022Jun 1, 2022
John Davis FlemingGreenville, NcAug 24, 2022Jun 1, 2022
Justin Robert BaasRaleigh, NcAug 24, 2022Jun 1, 2022
Sarah Karp CharlesCharlotte, NcAug 24, 2022Jun 1, 2022
Suzanne R. HolbertHendersonville, NcAug 24, 2022Jun 1, 2022
William Thompson SneedRaleigh, NcAug 24, 2022Jun 1, 2022
The rule
Registrations ended
Aug 24, 2022
Registered next
Jun 1, 2022
Branch state
NC
Cities
6, most in Charlotte, Nc
Registered there that day
20 (people still on IAPD; an estimate)
Share of that headcount
60%
Succession by the destination
a succession within a year (May 25, 2022), not necessarily this firm
Other teams out of D•••• H••••• G•••••• W••••• A••••••• L••Other teams into F••••• M••••• W••••• A•••••••• L••