DFX Intelligence
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Firm absorbed
3 advisors left M••••• W••••• A•••••••• I••• for M••••• W••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Janice A Mcgunnigle | Monroe, Nc | Jul 2, 2018 | Jul 2, 2018 |
| Jonie Marie Parks | Charlotte, Nc | Jul 2, 2018 | Jul 2, 2018 |
| Lucy Goins Blough | Monroe, Nc | Jul 2, 2018 | Jul 2, 2018 |
The rule
- Registrations ended
- Jul 2, 2018
- Registered next
- Jul 2, 2018
- Branch state
- NC
- Cities
- 2, most in Monroe, Nc
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape