DFX Intelligence

RIA Intelligence

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Firm absorbed

7 advisors left S•••••••• F•••••••• G••••• L•• for A•••••••• C•••••• M•••••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Darwin Douglas JohnsonGoodlettsville, TnDec 7, 2021Jun 23, 2021
David Leon CoweeGoodlettsville, TnDec 7, 2021Jul 19, 2021
David Orlando PerezGoodlettsville, TnDec 7, 2021Jul 16, 2021
Douglas David HorneGoodlettsville, TnDec 7, 2021Aug 9, 2021
Jeffrey Pierce AtchisonGoodlettsville, TnDec 7, 2021Jul 19, 2021
Joseph William WehrlyGoodlettsville, TnDec 7, 2021Jul 19, 2021
Lukas Ray SmithGoodlettsville, TnDec 7, 2021Jul 16, 2021
The rule
Registrations ended
Dec 7, 2021
Registered next
Jun 23, 2021 to Aug 9, 2021
Branch state
TN
Cities
1, most in Goodlettsville, Tn
Registered there that day
10 (people still on IAPD; an estimate)
Share of that headcount
70%
Succession by the destination
none on the tape
Other teams out of S•••••••• F•••••••• G••••• L••Other teams into A•••••••• C•••••• M•••••••••