DFX Intelligence

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Firm absorbed

16 advisors left F••••••• C•••••• A•••••••• L•• for W••••• E••••••••• A••••••• S•••••••• L••

mixed wealthtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Allen Ray GillespieGreenville, ScOct 3, 2024Oct 2, 2024
Bethany Jane ThompsonGreenville, ScOct 3, 2024Oct 2, 2024
David LewisGreenville, ScOct 3, 2024Oct 2, 2024
Edward F BlackburnAnderson, ScOct 3, 2024Oct 2, 2024
Elizabeth M PusateriGreenville, ScOct 3, 2024Oct 2, 2024
Holland ChurchGreenville, ScOct 3, 2024Oct 1, 2024
Lee Ryan BrinsonGreenville, ScOct 3, 2024Oct 7, 2024
Madeline HuffmanGreenville, ScOct 3, 2024Oct 2, 2024
Paul GordonGreenville, ScOct 3, 2024Oct 2, 2024
Philip Hamilton BriceGreenville, ScOct 3, 2024Oct 2, 2024
Spencer ColeGreenville, ScOct 3, 2024Oct 2, 2024
William B. KiblerGreenville, ScOct 3, 2024Oct 2, 2024
William E KiblerAnderson, ScOct 3, 2024Oct 2, 2024
William Michael GordonGreenville, ScOct 3, 2024Oct 3, 2024
Archibald HardyColumbia, ScOct 15, 2024Oct 2, 2024
Cody MannGreenville, ScOct 15, 2024Oct 1, 2024
Donna Lee RasileGreenville, ScOct 15, 2024Oct 1, 2024
The rule
Registrations ended
Oct 3, 2024 to Oct 15, 2024
Registered next
Oct 1, 2024 to Oct 3, 2024
Branch state
SC
Cities
3, most in Greenville, Sc
Registered there that day
23 (people still on IAPD; an estimate)
Share of that headcount
70%
Succession by the destination
none on the tape
Other teams out of F••••••• C•••••• A•••••••• L••Other teams into W••••• E••••••••• A••••••• S•••••••• L••