DFX Intelligence
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Firm absorbed
3 advisors left E•••• E••••• A•••••••• L•• for P•••• C•••••• F••••••••
independent RIAtomixed wealthRIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kerry Grace Keihn | Asheville, Nc | Mar 31, 2023 | Jan 3, 2023 |
| Neill Currie Yelverton | Asheville, Nc | Mar 31, 2023 | Jan 3, 2023 |
| Peter William Krull | Asheville, Nc | Mar 31, 2023 | Jan 3, 2023 |
The rule
- Registrations ended
- Mar 31, 2023
- Registered next
- Jan 3, 2023
- Branch state
- NC
- Cities
- 1, most in Asheville, 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