DFX Intelligence

RIA Intelligence

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Firm absorbed

20 advisors left B••••••••• W••••• M••••••••• for S••••• W••••• M•••••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Adam MungerHuntsville, AlMar 19, 2024Dec 4, 2023
Andrew David D'AmicoHuntsville, AlMar 19, 2024Dec 13, 2023
David Kent WardBirmingham, AlMar 19, 2024Dec 4, 2023
David Marcus CurlesBirmingham, AlMar 19, 2024Dec 4, 2023
David Wayne HarrisBirmingham, AlMar 19, 2024Dec 4, 2023
Delynn Moring ZellBirmingham, AlMar 19, 2024Dec 13, 2023
Edward Franklin ThomasBirmingham, AlMar 19, 2024Dec 4, 2023
James Samuel FitchBirmingham, AlMar 19, 2024Dec 4, 2023
James Stephen GunterHuntsville, AlMar 19, 2024Dec 4, 2023
John Lawrence KalousekBirmingham, AlMar 19, 2024Dec 4, 2023
Jonathan Eric MillicanBirmingham, AlMar 19, 2024Dec 4, 2023
Laura Kitchens RhoadesBirmingham, AlMar 19, 2024Dec 13, 2023
Marly King GreenBirmingham, AlMar 19, 2024Jan 10, 2024
Patti Boatwright BlackBirmingham, AlMar 19, 2024Dec 4, 2023
Stewart Daniel WhittHuntsville, AlMar 19, 2024Dec 4, 2023
Tara Henderson IngramBirmingham, AlMar 19, 2024Dec 13, 2023
Taylor Hayes BrownBirmingham, AlMar 19, 2024Dec 4, 2023
Wade Alan WarrenBirmingham, AlMar 19, 2024Dec 4, 2023
William O'Neal HocuttBirmingham, AlMar 19, 2024Dec 4, 2023
Brian Troy HinsonHuntsville, AlMar 20, 2024Dec 4, 2023
The rule
Registrations ended
Mar 19, 2024 to Mar 20, 2024
Registered next
Dec 4, 2023 to Jan 10, 2024
Branch state
AL
Cities
2, most in Birmingham, Al
Registered there that day
25 (people still on IAPD; an estimate)
Share of that headcount
80%
Succession by the destination
none on the tape
Other teams out of B••••••••• W••••• M•••••••••Other teams into S••••• W••••• M•••••••••