DFX Intelligence

RIA Intelligence

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Firm absorbed

8 advisors left A•••••••• W••••• M••••••••• I••• for B••••• P••••• A•••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Gregory Norton JonesAsheville, NcFeb 24, 2022Mar 29, 2022
Jeffrey Brisbin HowdenAsheville, NcFeb 24, 2022Mar 1, 2022
Jonathan E. ShumateAsheville, NcFeb 24, 2022Feb 28, 2022
Kyle Russell BoydAsheville, NcFeb 24, 2022Mar 1, 2022
Logan Lee BolickAsheville, NcFeb 24, 2022Feb 28, 2022
Ronald Gene CarlandAsheville, NcFeb 24, 2022Mar 23, 2022
Lewis Daniel AkersAsheville, NcFeb 25, 2022Mar 1, 2022
Quinn R SchneiderAsheville, NcFeb 28, 2022Feb 28, 2022
The rule
Registrations ended
Feb 24, 2022 to Feb 28, 2022
Registered next
Feb 28, 2022 to Mar 29, 2022
Branch state
NC
Cities
1, most in Asheville, Nc
Registered there that day
8 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of A•••••••• W••••• M••••••••• I•••Other teams into B••••• P••••• A•••••••• L••