DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Firm absorbed
3 advisors left S•••••••• I••••••••• A•••••••• L•• for W•••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Douglas Paul Muenzenmay | Ridgeland, Ms | Nov 16, 2023 | Oct 27, 2023 |
| Edward L. Carlisle | Ridgeland, Ms | Nov 16, 2023 | Oct 26, 2023 |
| Julius M Ridgway | Ridgeland, Ms | Nov 16, 2023 | Oct 26, 2023 |
The rule
- Registrations ended
- Nov 16, 2023
- Registered next
- Oct 26, 2023 to Oct 27, 2023
- Branch state
- MS
- Cities
- 1, most in Ridgeland, Ms
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape