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

4 advisors left R•••••• W••••• M••••••••• L•• for W••••• F•••••••• A•••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Brian David HueyAlpharetta, GaDec 31, 2021Jan 6, 2022
Lane Alex SteinbergerAlpharetta, GaDec 31, 2021Jan 6, 2022
Melissa Kemper BeachAlpharetta, GaDec 31, 2021Jan 6, 2022
Shawn Michael MeadeAlpharetta, GaDec 31, 2021Jan 6, 2022
The rule
Registrations ended
Dec 31, 2021
Registered next
Jan 6, 2022
Branch state
GA
Cities
1, most in Alpharetta, Ga
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 R•••••• W••••• M••••••••• L••Other teams into W••••• F•••••••• A•••••••• L••