DFX Intelligence

RIA Intelligence

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Firm absorbed

3 advisors left S••••••••• F•••••••• A•••••••• I••• for B••••••••• S•••••••• W•••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Alyssum Renee Hodges MaloneColorado Springs, CoMay 14, 2018May 14, 2018
Jamie Lynn SlaughterColorado Springs, CoMay 14, 2018May 14, 2018
Susan Hodges StrasbaughColorado Springs, CoMay 14, 2018May 14, 2018
The rule
Registrations ended
May 14, 2018
Registered next
May 14, 2018
Branch state
CO
Cities
1, most in Colorado Springs, Co
Registered there that day
4 (people still on IAPD; an estimate)
Share of that headcount
75%
Succession by the destination
none on the tape
Other teams out of S••••••••• F•••••••• A•••••••• I•••Other teams into B••••••••• S•••••••• W•••••• L••