DFX Intelligence
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Firm absorbed
3 advisors left R••••• S•••••• C•••••• M••••••••• L•• for W••••• M••••••••• S••••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Edward Shoesmith | Tulsa, Ok | Aug 15, 2018 | Jul 26, 2018 |
| Joanna S. Mccall | Oklahoma City, Ok | Aug 15, 2018 | Jul 26, 2018 |
| Stephen Robert Stipe | Bartlesville, Ok | Aug 16, 2018 | Jul 26, 2018 |
The rule
- Registrations ended
- Aug 15, 2018 to Aug 16, 2018
- Registered next
- Jul 26, 2018
- Branch state
- OK
- Cities
- 3, most in Tulsa, Ok
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 60%
- Succession by the destination
- none on the tape