DFX Intelligence
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Firm absorbed
3 advisors left S•••••••• F•••••••• G•••• for S••••• F••••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Chad Philip Trevithick | Raleigh, Nc | Dec 31, 2024 | Jan 1, 2025 |
| Edward Blair Secrest | Raleigh, Nc | Dec 31, 2024 | Jan 1, 2025 |
| John Paul Sleesman | Raleigh, Nc | Dec 31, 2024 | Jan 1, 2025 |
The rule
- Registrations ended
- Dec 31, 2024
- Registered next
- Jan 1, 2025
- Branch state
- NC
- Cities
- 1, most in Raleigh, Nc
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape