DFX Intelligence
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Firm absorbed
3 advisors left D••••••• C•••••• for O•• P•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Grant Christopher Wilson | Charlotte, Nc | Feb 18, 2025 | Feb 19, 2025 |
| Joseph Clarence Leary | Charlotte, Nc | Feb 18, 2025 | Feb 19, 2025 |
| Thomas Clarkson Worth | Charlotte, Nc | Feb 18, 2025 | Feb 19, 2025 |
The rule
- Registrations ended
- Feb 18, 2025
- Registered next
- Feb 19, 2025
- Branch state
- NC
- Cities
- 1, most in Charlotte, Nc
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 60%
- Succession by the destination
- none on the tape