DFX 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
3 advisors left W••••••• S•••••••• A••••••• for F••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Benjamin Don Coakley | Summerville, Sc | Mar 31, 2026 | Aug 7, 2025 |
| Joseph David Casselman | Summerville, Sc | Mar 31, 2026 | Jul 28, 2025 |
| Matthew Scott Coakley | Summerville, Sc | Mar 31, 2026 | Aug 7, 2025 |
| Robert Brent Smith | Summerville, Sc | Mar 31, 2026 | Jul 11, 2025 |
The rule
- Registrations ended
- Mar 31, 2026
- Registered next
- Jul 11, 2025 to Aug 7, 2025
- Branch state
- SC
- Cities
- 1, most in Summerville, Sc
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 75%
- Succession by the destination
- none on the tape