DFX Intelligence
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Firm absorbed
3 advisors left H•••• • H•••• W••••• M••••••••• for B•••• T•••• W••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Charles Henry Goodmiller | Casa Grande, Az | Jul 15, 2022 | Jan 11, 2023 |
| Jeremy Allen Smith | Scottsdale, Az | Jul 15, 2022 | Jan 10, 2023 |
| Phillip Ray Mccollum | Scottsdale, Az | Jul 15, 2022 | Jan 10, 2023 |
The rule
- Registrations ended
- Jul 15, 2022
- Registered next
- Jan 10, 2023 to Jan 11, 2023
- Branch state
- AZ
- Cities
- 2, most in Scottsdale, Az
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 75%
- Succession by the destination
- none on the tape