DFX Intelligence
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Firm absorbed
3 advisors left A•••••• W••••• A••••••• for S••••• W••••• M•••••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Cheryl S Parrish | Manassas, Va | Jul 1, 2022 | Jul 5, 2022 |
| Jeffrey Lewis Schatz | Manassas, Va | Jul 1, 2022 | Jul 5, 2022 |
| John Andrew Frisch | Manassas, Va | Jul 1, 2022 | Jul 5, 2022 |
The rule
- Registrations ended
- Jul 1, 2022
- Registered next
- Jul 5, 2022
- Branch state
- VA
- Cities
- 1, most in Manassas, Va
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 75%
- Succession by the destination
- none on the tape