DFX Intelligence
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Firm absorbed
3 advisors left C••••••• F•••••••• A••••••• for C••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jan Sture Fredman | Seneca, Sc | Mar 30, 2026 | Jul 17, 2025 |
| Lori Melissa Talley-Kelley | Seneca, Sc | Mar 30, 2026 | Jul 16, 2025 |
| Sarah Mckenzi Kelley | Seneca, Sc | Mar 30, 2026 | Jul 16, 2025 |
The rule
- Registrations ended
- Mar 30, 2026
- Registered next
- Jul 16, 2025 to Jul 17, 2025
- Branch state
- SC
- Cities
- 1, most in Seneca, Sc
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape