DFX Intelligence

RIA Intelligence

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Firm absorbed

3 advisors left C••••••• C•••••• C••••••••• I••• for B••••••••• S•••••••• W•••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Brian Hadley FennCharlotte, NcJul 26, 2021Jul 26, 2021
Deanna Lynn StreanCharlotte, NcJul 26, 2021Jul 26, 2021
Joseph Francis GrangerCharlotte, NcJul 26, 2021Jul 26, 2021
The rule
Registrations ended
Jul 26, 2021
Registered next
Jul 26, 2021
Branch state
NC
Cities
1, most in Charlotte, Nc
Registered there that day
3 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of C••••••• C•••••• C••••••••• I•••Other teams into B••••••••• S•••••••• W•••••• L••