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
3 advisors left T••••• H•••••• W••••• M••••••••• L•• for T••••• H•••••• C•••••• M•••••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brandon Christopher Taylor | Richmond, Va | Oct 29, 2024 | Jun 10, 2021 |
| Gabriel Christopher Hoffman | Richmond, Va | Oct 29, 2024 | Jun 10, 2021 |
| Raymond Zsolt Kanyo | Richmond, Va | Oct 29, 2024 | Jun 10, 2021 |
The rule
- Registrations ended
- Oct 29, 2024
- Registered next
- Jun 10, 2021
- Branch state
- VA
- Cities
- 1, most in Richmond, Va
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape