DFX Intelligence

RIA Intelligence

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Firm absorbed

8 advisors left S•••••••• W••••• M••••••••• L•• for P•••• C•••••• F••••••••

independent RIAtomixed wealthRIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Adam Chapman WilsonWatkinsville, GaMar 6, 2025Mar 5, 2025
Emory LinderWatkinsville, GaMar 6, 2025Mar 5, 2025
Eric Boyd PhilipsDuluth, GaMar 6, 2025Mar 5, 2025
Nicholas Austin SchuesslerDuluth, GaMar 6, 2025Mar 5, 2025
Preston Mark HenryWatkinsville, GaMar 6, 2025Mar 6, 2025
Taylor Snell ManryWatkinsville, GaMar 6, 2025Mar 5, 2025
Christopher Martin KohneDuluth, GaMar 7, 2025Mar 6, 2025
Kyle Charles GainesDuluth, GaMar 7, 2025Mar 6, 2025
The rule
Registrations ended
Mar 6, 2025 to Mar 7, 2025
Registered next
Mar 5, 2025 to Mar 6, 2025
Branch state
GA
Cities
2, most in Duluth, Ga
Registered there that day
10 (people still on IAPD; an estimate)
Share of that headcount
80%
Succession by the destination
none on the tape
Other teams out of S•••••••• W••••• M••••••••• L••Other teams into P•••• C•••••• F••••••••