DFX Intelligence

RIA Intelligence

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Firm absorbed

10 advisors left D••••• H•••••• F•••••• • B••••• I••• for C••• S••••• P•••••••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Charles Whitney BrownRoanoke, VaAug 22, 2022Jul 21, 2022
Armistead Churchill YoungArlington, VaAug 29, 2022Aug 29, 2022
Benjamin Joseph PeressArlington, VaAug 29, 2022Aug 29, 2022
James Everett HallRichmond, VaAug 29, 2022Aug 29, 2022
Jeffrey BlatterRichmond, VaAug 29, 2022Jul 14, 2022
Jessica Dawn HeneberryRichmond, VaAug 29, 2022Jul 14, 2022
John Smith MccoyCharlottesville, VaAug 29, 2022Jul 27, 2022
Michael John GintyCharlottesville, VaAug 29, 2022Jul 20, 2022
Robert Preston MartinRichmond, VaAug 29, 2022Aug 29, 2022
William Stebbins HubardRoanoke, VaAug 29, 2022Aug 29, 2022
The rule
Registrations ended
Aug 22, 2022 to Aug 29, 2022
Registered next
Jul 14, 2022 to Aug 29, 2022
Branch state
VA
Cities
4, most in Richmond, Va
Registered there that day
13 (people still on IAPD; an estimate)
Share of that headcount
77%
Succession by the destination
none on the tape
Other teams out of D••••• H•••••• F•••••• • B••••• I•••Other teams into C••• S••••• P•••••••