DFX Intelligence
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Firm absorbed
3 advisors left A•••• C••••••• W••••• M••••••••• L•• for A••••••• F••••••••• L•••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Donella R Winkler | Durham, Nc | Jul 7, 2022 | Jun 1, 2022 |
| James Frederic Chetwood III | Durham, Nc | Jul 7, 2022 | Jun 1, 2022 |
| Michelle Alayne Disney | Durham, Nc | Jul 7, 2022 | Jun 1, 2022 |
The rule
- Registrations ended
- Jul 7, 2022
- Registered next
- Jun 1, 2022
- Branch state
- NC
- Cities
- 1, most in Durham, Nc
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape