DFX Intelligence

RIA Intelligence

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Firm absorbed

8 advisors left N•••••• N•••••• • P••••••• I••• for C•••••••

independent RIAtoinstitutionalOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Alan Robert NachmanGreenville, ScNov 12, 2021Jul 2, 2021
Benjamin King NorwoodGreenville, ScNov 12, 2021Jul 2, 2021
Carter R HallGreenville, ScNov 12, 2021Jul 2, 2021
Gary Curtis DavisGreenville, ScNov 12, 2021Jul 2, 2021
James Alvin CannonGreenville, ScNov 12, 2021Jul 2, 2021
Maura Sill CopseyGreenville, ScNov 12, 2021Jul 2, 2021
Russell B MillerGreenville, ScNov 12, 2021Jul 2, 2021
Wesley Mattox BoyceGreenville, ScNov 12, 2021Jul 2, 2021
The rule
Registrations ended
Nov 12, 2021
Registered next
Jul 2, 2021
Branch state
SC
Cities
1, most in Greenville, Sc
Registered there that day
8 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of N•••••• N•••••• • P••••••• I•••Other teams into C•••••••