DFX Intelligence
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Firm absorbed
5 advisors left G••••• A•••• M••••••••• L•• for A•••• C•••••• A•••••••• L••
mixed wealthtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brandon Duke Fentress | Durham, Nc | Feb 1, 2019 | Feb 1, 2019 |
| Jeffrey David Link | Raleigh, Nc | Feb 7, 2019 | Feb 8, 2019 |
| Conor Clougherty | Durham, Nc | Feb 15, 2019 | Jan 3, 2019 |
| Gregory Thompson Rhinehardt | Durham, Nc | Feb 15, 2019 | Jan 7, 2019 |
| Russell Brenton Smith | Durham, Nc | Feb 19, 2019 | Jan 4, 2019 |
The rule
- Registrations ended
- Feb 1, 2019 to Feb 19, 2019
- Registered next
- Jan 3, 2019 to Feb 8, 2019
- Branch state
- NC
- Cities
- 2, most in Durham, Nc
- Registered there that day
- 8 (people still on IAPD; an estimate)
- Share of that headcount
- 63%
- Succession by the destination
- none on the tape