DFX Intelligence

RIA Intelligence

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Firm absorbed

4 advisors left J••••• A•••• M••••••••• L•• for L••• O•• P•••••• W•••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Frank Gehman JolleyRocky Mount, NcApr 30, 2020May 13, 2020
Stephen BishopRocky Mount, NcApr 30, 2020May 19, 2020
Terry Webb SappRocky Mount, NcApr 30, 2020May 19, 2020
William Henry CollierRocky Mount, NcApr 30, 2020May 19, 2020
The rule
Registrations ended
Apr 30, 2020
Registered next
May 13, 2020 to May 19, 2020
Branch state
NC
Cities
1, most in Rocky Mount, Nc
Registered there that day
4 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of J••••• A•••• M••••••••• L••Other teams into L••• O•• P•••••• W•••••• L••