DFX Intelligence

RIA Intelligence

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Firm absorbed

4 advisors left G•••• A•••••••• I••••••••• M••••••••• I••• for S•••••• W••••• A••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Cassidy Hill SchmidtSeven Fields, PaJun 19, 2020Jan 3, 2020
David J KingSeven Fields, PaJun 19, 2020Jan 2, 2020
Gary Earl AugustineSeven Fields, PaJun 19, 2020Jan 2, 2020
Timothy AugustineSeven Fields, PaJun 19, 2020Jan 2, 2020
The rule
Registrations ended
Jun 19, 2020
Registered next
Jan 2, 2020 to Jan 3, 2020
Branch state
PA
Cities
1, most in Seven Fields, Pa
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 G•••• A•••••••• I••••••••• M••••••••• I•••Other teams into S•••••• W••••• A••••••• L••