DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Firm absorbed
3 advisors left S••••• H•••• A••••••• for C••• S••••• P•••••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Elizabeth Ann King | Richmond, Va | Jul 20, 2026 | Jul 20, 2026 |
| Matthew Clayton Daniel | Richmond, Va | Jul 20, 2026 | Jul 14, 2026 |
| Tyler Brice Napier | Richmond, Va | Jul 20, 2026 | Jul 20, 2026 |
The rule
- Registrations ended
- Jul 20, 2026
- Registered next
- Jul 14, 2026 to Jul 20, 2026
- Branch state
- VA
- Cities
- 1, most in Richmond, Va
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape