DFX Intelligence

RIA Intelligence

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Firm absorbed

12 advisors left I•••••• I••••••••• M••••••••• L•• for I•••••• I••••••••• M••••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Benjamin Lee LanierNew York, NyAug 10, 2026Aug 10, 2026
Geoffrey HulmeNew York, NyAug 10, 2026Aug 10, 2026
Hattie Mae WrightNew York, NyAug 10, 2026Aug 10, 2026
Henry Williamson GhriskeyNew York, NyAug 10, 2026Aug 10, 2026
Jason Saeed MoradNew York, NyAug 10, 2026Aug 10, 2026
Kenneth Ewell LeeNew York, NyAug 10, 2026Aug 10, 2026
Lisa Ruth JamesNew York, NyAug 10, 2026Aug 10, 2026
Michael BrayNew York, NyAug 10, 2026Aug 10, 2026
Michael RomeNew York, NyAug 10, 2026Aug 10, 2026
Steven Edward PowersNew York, NyAug 10, 2026Aug 10, 2026
Thomas Mark ValenzuelaNew York, NyAug 10, 2026Aug 10, 2026
Timothy Markley GhriskeyNew York, NyAug 10, 2026Aug 10, 2026
The rule
Registrations ended
Aug 10, 2026
Registered next
Aug 10, 2026
Branch state
NY
Cities
1, most in New York, Ny
Registered there that day
13 (people still on IAPD; an estimate)
Share of that headcount
92%
Succession by the destination
none on the tape
Other teams out of I•••••• I••••••••• M••••••••• L••Other teams into I•••••• I••••••••• M••••••••• L••