DFX Intelligence
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Firm absorbed
4 advisors left S••• H•••••••• L•• for O•••••••••
independent RIAtoinstitutionalOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Curt Richard Mangold | Atlanta, Ga | May 26, 2026 | Oct 14, 2025 |
| James Orren Sims | Atlanta, Ga | May 26, 2026 | Oct 16, 2025 |
| Russell Anderson Harris | Atlanta, Ga | May 26, 2026 | Oct 17, 2025 |
| Scott Richard Bishop | Atlanta, Ga | May 26, 2026 | Oct 27, 2025 |
The rule
- Registrations ended
- May 26, 2026
- Registered next
- Oct 14, 2025 to Oct 27, 2025
- Branch state
- GA
- Cities
- 2, most in Atlanta, Ga
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape