DFX Intelligence
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Firm absorbed
3 advisors left J•• W•••••• L•• for C•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Jackson | Greenville, Sc | Dec 31, 2023 | Jan 31, 2024 |
| Jon E Gauthier | Greenville, Sc | Dec 31, 2023 | Jan 31, 2024 |
| Peter C Bisulca | Greenville, Sc | Dec 31, 2023 | Jan 31, 2024 |
The rule
- Registrations ended
- Dec 31, 2023
- Registered next
- Jan 31, 2024
- Branch state
- SC
- Cities
- 1, most in Greenville, 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