DFX Intelligence
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Firm absorbed
7 advisors left C••• W•••••• L•• for C••••• P••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian J. Cook | Raleigh, Nc | Apr 1, 2025 | Apr 1, 2025 |
| Gideon Luke Sims | Raleigh, Nc | Apr 1, 2025 | Apr 1, 2025 |
| Hunter B Houser | Raleigh, Nc | Apr 1, 2025 | Apr 1, 2025 |
| Jason Miles Deshayes | Raleigh, Nc | Apr 1, 2025 | Apr 1, 2025 |
| Michael Thomas Holloway | Raleigh, Nc | Apr 1, 2025 | Apr 1, 2025 |
| Seth Mitchell Large | Raleigh, Nc | Apr 1, 2025 | Apr 1, 2025 |
| Zachary Q. Carver | Raleigh, Nc | Apr 1, 2025 | Apr 1, 2025 |
The rule
- Registrations ended
- Apr 1, 2025
- Registered next
- Apr 1, 2025
- Branch state
- NC
- Cities
- 1, most in Raleigh, Nc
- Registered there that day
- 8 (people still on IAPD; an estimate)
- Share of that headcount
- 88%
- Succession by the destination
- none on the tape