DFX Intelligence

RIA Intelligence

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Firm absorbed

10 advisors left W••• S••••••••• I••• for C•••••• I••••••••• A•••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Bryan Justin ReaAtlanta, GaDec 23, 2025Jul 25, 2011
Curt Edwin KleinAtlanta, GaDec 23, 2025Jul 25, 2011
Edward Francis GoeppAtlanta, GaDec 23, 2025Dec 21, 2018
James Mcmahon LewisAtlanta, GaDec 23, 2025Jan 7, 2014
Justyn Marsalis GradyAtlanta, GaDec 23, 2025Oct 2, 2025
Matthew Ross ReinerAtlanta, GaDec 23, 2025Jul 25, 2011
Matthew Russell LaneAtlanta, GaDec 23, 2025Aug 15, 2025
Mitchell Buddy ReinerAtlanta, GaDec 23, 2025Jul 25, 2011
Ryan Alexander ElyAtlanta, GaDec 23, 2025Aug 1, 2011
Wesley Hanes MossAtlanta, GaDec 23, 2025Jul 25, 2011
The rule
Registrations ended
Dec 23, 2025
Registered next
Jul 25, 2011 to Oct 2, 2025
Branch state
GA
Cities
1, most in Atlanta, Ga
Registered there that day
13 (people still on IAPD; an estimate)
Share of that headcount
77%
Succession by the destination
none on the tape
Other teams out of W••• S••••••••• I•••Other teams into C•••••• I••••••••• A•••••••• L••