DFX Intelligence

RIA 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

12 advisors left P•••••••• R••••••••• I••••••••• A••••••• for C••••• P••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Carl Darby KaufmanNorfolk, VaSep 2, 2022Jun 29, 2022
Elizabeth A DeludeNorfolk, VaSep 2, 2022Jun 17, 2022
Henry Upham HarrisNorfolk, VaSep 2, 2022Jun 14, 2022
James Johnston IzardNorfolk, VaSep 2, 2022Jun 14, 2022
Jonathan Edward MorrisNorfolk, VaSep 2, 2022Jun 17, 2022
Jonathan Lee TaylorNorfolk, VaSep 2, 2022Jun 17, 2022
Justin Allen ToppingNorfolk, VaSep 2, 2022Jun 9, 2022
Katherine Clay WillisNorfolk, VaSep 2, 2022Jun 14, 2022
Meghan Ann CottrellNorfolk, VaSep 2, 2022May 3, 2024
Michael Preston DisharoonNorfolk, VaSep 2, 2022Jun 14, 2022
Walker Winfree PhillipsNorfolk, VaSep 2, 2022Jun 17, 2022
Wickliffe Sanford LyneNorfolk, VaSep 2, 2022Jun 9, 2022
The rule
Registrations ended
Sep 2, 2022
Registered next
Jun 9, 2022 to May 3, 2024
Branch state
VA
Cities
1, most in Norfolk, Va
Registered there that day
12 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of P•••••••• R••••••••• I••••••••• A•••••••Other teams into C••••• P••••••• L••