DFX Intelligence

RIA Intelligence

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Firm absorbed

11 advisors left C•••••• D••••••••• L•• for S••••• W••••• M•••••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Dennis Wayne CovingtonAtlanta, GaApr 25, 2023Mar 23, 2023
Evan GoldfussAtlanta, GaApr 25, 2023Mar 23, 2023
Evan Landon KuykendallAtlanta, GaApr 25, 2023Feb 27, 2023
John Lile WilliamsAlpharetta, GaApr 25, 2023Apr 20, 2023
John Matthew McmillenAtlanta, GaApr 25, 2023Mar 30, 2023
Michael Hunter BrooksAtlanta, GaApr 25, 2023Mar 23, 2023
Michael Wellington BorkAtlanta, GaApr 25, 2023Mar 23, 2023
Miriam C FalakiAtlanta, GaApr 25, 2023Mar 23, 2023
Patrick Joseph CurranAtlanta, GaApr 25, 2023Mar 9, 2023
Richard C. O'DonnellAtlanta, GaApr 25, 2023Mar 23, 2023
Terrence Patrick HartiganAtlanta, GaApr 25, 2023Mar 23, 2023
The rule
Registrations ended
Apr 25, 2023
Registered next
Feb 27, 2023 to Apr 20, 2023
Branch state
GA
Cities
2, most in Atlanta, Ga
Registered there that day
13 (people still on IAPD; an estimate)
Share of that headcount
85%
Succession by the destination
none on the tape
Other teams out of C•••••• D••••••••• L••Other teams into S••••• W••••• M•••••••••