DFX Intelligence
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Firm absorbed
6 advisors left T•••• F•••••••• A•••••••• I••• for O•••••••••
independent RIAtoinstitutionalOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Barbara Pauline Richley | Greensboro, Nc | Dec 11, 2023 | Feb 7, 2024 |
| Dorothy Cameron Aydlett | Greensboro, Nc | Dec 11, 2023 | Sep 21, 2023 |
| John William Marske | Greensboro, Nc | Dec 11, 2023 | Dec 11, 2023 |
| Jonas Phillip Boyer | Greensboro, Nc | Dec 11, 2023 | Dec 11, 2023 |
| Kaitlyn Rose Lingard | Greensboro, Nc | Dec 11, 2023 | Dec 11, 2023 |
| Patrick Noel Rush | Greensboro, Nc | Dec 13, 2023 | Sep 7, 2023 |
The rule
- Registrations ended
- Dec 11, 2023 to Dec 13, 2023
- Registered next
- Sep 7, 2023 to Feb 7, 2024
- Branch state
- NC
- Cities
- 1, most in Greensboro, Nc
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape