DFX Intelligence
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Firm absorbed
3 advisors left C•••••• P••••••• P••••••• L•• for S••••• F••••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kirk A Matenaer | Charleston, Sc | May 8, 2025 | Jul 16, 2024 |
| William Stark Mcneer | Myrtle Beach, Sc | May 8, 2025 | Jul 16, 2024 |
| Andrew Keith Hendricks | Charleston, Sc | May 15, 2025 | Jul 16, 2024 |
The rule
- Registrations ended
- May 8, 2025 to May 15, 2025
- Registered next
- Jul 16, 2024
- Branch state
- SC
- Cities
- 1, most in Charleston, Sc
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape