DFX Intelligence

RIA Intelligence

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Firm absorbed

4 advisors left E••• A•••••••• L• for E••• A•••••••

othertono RAUMOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Brad Finch DaltonChapel Hill, NcSep 5, 2017Sep 5, 2017
John Currie WallaceChapel Hill, NcSep 5, 2017Sep 5, 2017
Robert Edward MallerneeChapel Hill, NcSep 5, 2017Nov 6, 2019
William Jackson ParhamChapel Hill, NcSep 5, 2017Sep 5, 2017
The rule
Registrations ended
Sep 5, 2017
Registered next
Sep 5, 2017 to Nov 6, 2019
Branch state
NC
Cities
1, most in Chapel Hill, Nc
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 E••• A•••••••• L•Other teams into E••• A•••••••