DFX Intelligence

RIA Intelligence

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Firm absorbed

16 advisors left M••••••••• A••••••• S•••••••• I••• for H•• I••••••••• P•••••••• L••

independent RIAtomixed wealthRIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Bradley Tyler SchardeinGlen Allen, VaJan 23, 2025Dec 23, 2024
Cynthia Diane HowellGlen Allen, VaJan 23, 2025Jan 9, 2025
Danielle Ryan DykesGlen Allen, VaJan 23, 2025Jan 23, 2025
David Ming JeremiahGlen Allen, VaJan 23, 2025Jan 23, 2025
Edward Michael WareGlen Allen, VaJan 23, 2025Jan 8, 2025
Erin Alkire LambertGlen Allen, VaJan 23, 2025Jan 3, 2025
Ryan Michael JacobsGlen Allen, VaJan 23, 2025Dec 24, 2024
Timothy Davis SilverGlen Allen, VaJan 23, 2025Jan 8, 2025
Michael George CamizziGlen Allen, VaJan 24, 2025Jan 22, 2025
Charles Gentry DysonGlen Allen, VaJan 29, 2025Jan 29, 2025
Paul Bernard HuntGlen Allen, VaJan 29, 2025Jan 28, 2025
Wendelin Anthony PadekGlen Allen, VaJan 29, 2025Dec 23, 2024
Antonio Tremaine KittGlen Allen, VaJan 30, 2025Jan 30, 2025
Thomas Gilbert SiebersGlen Allen, VaJan 30, 2025Jan 30, 2025
Steven Michael FennerGlen Allen, VaFeb 3, 2025Feb 3, 2025
Timothy David HummelGlen Allen, VaFeb 3, 2025Feb 3, 2025
Coleman Jacob FoxGlen Allen, VaFeb 5, 2025Feb 4, 2025
The rule
Registrations ended
Jan 23, 2025 to Feb 5, 2025
Registered next
Dec 23, 2024 to Feb 4, 2025
Branch state
VA
Cities
1, most in Glen Allen, Va
Registered there that day
22 (people still on IAPD; an estimate)
Share of that headcount
73%
Succession by the destination
none on the tape
Other teams out of M••••••••• A••••••• S•••••••• I•••Other teams into H•• I••••••••• P•••••••• L••