DFX Intelligence

RIA Intelligence

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Firm absorbed

3 advisors left D••••• F•••••••• M••••••••• I••• for W••••••••• A••••••• G••••• L••

state registeredtoindependent RIAOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Rishi GhoshSunset Hills, MoFeb 26, 2021Feb 26, 2021
Stacey Leigh CheekSunset Hills, MoFeb 26, 2021Feb 26, 2021
Anthony Allen StrikerSunset Hills, MoMar 3, 2021Mar 24, 2021
The rule
Registrations ended
Feb 26, 2021 to Mar 3, 2021
Registered next
Feb 26, 2021 to Mar 24, 2021
Branch state
MO
Cities
1, most in Sunset Hills, Mo
Registered there that day
5 (people still on IAPD; an estimate)
Share of that headcount
60%
Succession by the destination
none on the tape
Other teams out of D••••• F•••••••• M••••••••• I•••Other teams into W••••••••• A••••••• G••••• L••