DFX Intelligence

RIA Intelligence

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Firm absorbed

4 advisors left U•• W••••• A••••••• for A••••••• F••••••••• L•••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Donald Austin McdanielAlbuquerque, NmJun 30, 2022Jun 2, 2022
Joseph Jacob KopczynskiAlbuquerque, NmJun 30, 2022Jun 23, 2022
Kirk Randolph HudsonAlbuquerque, NmJun 30, 2022Jun 2, 2022
Matthew David KellerAlbuquerque, NmJun 30, 2022Jun 2, 2022
The rule
Registrations ended
Jun 30, 2022
Registered next
Jun 2, 2022 to Jun 23, 2022
Branch state
NM
Cities
1, most in Albuquerque, Nm
Registered there that day
4 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of U•• W••••• A•••••••Other teams into A••••••• F••••••••• L•••