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
12 advisors left C••• C•••••• for C••• C••••••• L••
mixed wealthtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Michael Arthur | Raleigh, Nc | Jan 26, 2024 | Jan 22, 2024 |
| Dimitri Peter Eliopoulos | Raleigh, Nc | Jan 26, 2024 | Jan 22, 2024 |
| Duncan Mclaurin Gibson | Raleigh, Nc | Jan 26, 2024 | Jan 22, 2024 |
| Frances Opfer Cronlund | Raleigh, Nc | Jan 26, 2024 | Jan 22, 2024 |
| Jessica Pierce Pasquale | Raleigh, Nc | Jan 26, 2024 | Jan 24, 2024 |
| Jonathan Lee Autry | Raleigh, Nc | Jan 26, 2024 | Jan 22, 2024 |
| Joseph Barrett Knowles | Raleigh, Nc | Jan 26, 2024 | Jan 22, 2024 |
| Katie Lamm Strother | Raleigh, Nc | Jan 26, 2024 | Jan 22, 2024 |
| Mark Nicholas Paccione | Raleigh, Nc | Jan 26, 2024 | Jan 22, 2024 |
| Sheldon Michael Fox | Raleigh, Nc | Jan 26, 2024 | Jan 22, 2024 |
| William Caleb Sanderson | Raleigh, Nc | Jan 26, 2024 | Jan 22, 2024 |
| Joshua Ben Voisine | Raleigh, Nc | Feb 6, 2024 | Feb 2, 2024 |
The rule
- Registrations ended
- Jan 26, 2024 to Feb 6, 2024
- Registered next
- Jan 22, 2024 to Feb 2, 2024
- Branch state
- NC
- Cities
- 1, most in Raleigh, Nc
- Registered there that day
- 13 (people still on IAPD; an estimate)
- Share of that headcount
- 92%
- Succession by the destination
- none on the tape