DFX Intelligence

RIA Intelligence

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Firm absorbed

4 advisors left A•••••• G••••• I•••••••• U••• L•• for V••• I••••••••• M••••••••• C•• L••

asset managertootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Brandon William MichaelNew York, NyAug 10, 2022Jul 21, 2022
Jeffrey Donald ParkerNew York, NyAug 10, 2022Jul 19, 2022
Michael Woods MemoryNew York, NyAug 10, 2022Jul 19, 2022
Michael Emerson YeeNew York, NyAug 11, 2022Jul 19, 2022
The rule
Registrations ended
Aug 10, 2022 to Aug 11, 2022
Registered next
Jul 19, 2022 to Jul 21, 2022
Branch state
NY
Cities
1, most in New York, Ny
Registered there that day
5 (people still on IAPD; an estimate)
Share of that headcount
80%
Succession by the destination
none on the tape
Other teams out of A•••••• G••••• I•••••••• U••• L••Other teams into V••• I••••••••• M••••••••• C•• L••