DFX Intelligence

RIA Intelligence

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Firm absorbed

8 advisors left R••••••••• S••••••••• I••• for W••••• E••••••••• A••••••• S•••••••• L••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Benjamin Edward DavisJacksonville, FlOct 1, 2018Sep 5, 2018
James William CarrJacksonville, FlOct 1, 2018Sep 5, 2018
Jesse Andrew-Tye CrewsJacksonville, FlOct 1, 2018Sep 5, 2018
Mary Beth NeeleyJacksonville, FlOct 1, 2018Sep 5, 2018
Patricia Garlan LawrenceJacksonville, FlOct 1, 2018Sep 5, 2018
Thomas James HaggertyJacksonville, FlOct 1, 2018Sep 5, 2018
Tiffany Mills BeardJacksonville, FlOct 1, 2018Sep 5, 2018
William Sheldon HartJacksonville, FlOct 1, 2018Sep 5, 2018
The rule
Registrations ended
Oct 1, 2018
Registered next
Sep 5, 2018
Branch state
FL
Cities
1, most in Jacksonville, Fl
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 R••••••••• S••••••••• I•••Other teams into W••••• E••••••••• A••••••• S•••••••• L••