DFX Intelligence
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Firm absorbed
3 advisors left O••••••• F•••••••• G••••• I••• for A••••••• S••••••• N••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Eric Dwayne Whitener | Wilmington, Nc | Apr 8, 2021 | Mar 16, 2021 |
| Jason Douglas Beckley | Wilmington, Nc | Apr 8, 2021 | Mar 16, 2021 |
| Louis Stanley Wetmore | Wilmington, Nc | Apr 8, 2021 | Apr 9, 2021 |
The rule
- Registrations ended
- Apr 8, 2021
- Registered next
- Mar 16, 2021 to Apr 9, 2021
- Branch state
- NC
- Cities
- 1, most in Wilmington, Nc
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 60%
- Succession by the destination
- none on the tape