DFX Intelligence
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Firm absorbed
3 advisors left A••••• C••••• T••••••• W••••• A••••••• L•• for B••••••••• S•••••••• W•••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christopher Erlewine | Charleston, Wv | Aug 21, 2018 | Aug 6, 2018 |
| Cindy Samosky Mcghee | Charleston, Wv | Aug 21, 2018 | Aug 1, 2018 |
| Jerry Allen Slone | Charleston, Wv | Aug 21, 2018 | Aug 6, 2018 |
The rule
- Registrations ended
- Aug 21, 2018
- Registered next
- Aug 1, 2018 to Aug 6, 2018
- Branch state
- WV
- Cities
- 1, most in Charleston, Wv
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 75%
- Succession by the destination
- none on the tape