DFX Intelligence

RIA Intelligence

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Firm absorbed

14 advisors left E••• C•••••• G••••• L•• for S•• C•••••• M••••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Julius Peek GarlingtonAtlanta, GaFeb 4, 2025Mar 3, 2025
Albert Amis RayleAtlanta, GaFeb 6, 2025Feb 6, 2025
Kendrick Ware MattoxAtlanta, GaFeb 6, 2025Feb 6, 2025
Anna Katharyn HendrixAtlanta, GaFeb 7, 2025Feb 7, 2025
William C SkeeanAtlanta, GaFeb 7, 2025Feb 6, 2025
Bradley Thomas WilliamsAtlanta, GaFeb 18, 2025Feb 14, 2025
Elizabeth Giordano MackieAtlanta, GaFeb 18, 2025Feb 18, 2025
Kevin William VogelAtlanta, GaFeb 18, 2025Feb 14, 2025
Dennis J SaboAtlanta, GaFeb 24, 2025Feb 24, 2025
Lamar Whitworth DavisAtlanta, GaFeb 24, 2025Feb 24, 2025
Paul Llewellyn RobertsonAtlanta, GaFeb 24, 2025Mar 3, 2025
Henry Morgan JonesAtlanta, GaMar 3, 2025Feb 24, 2025
Nowland Bennett GwynnAtlanta, GaMar 13, 2025May 20, 2025
Stephen Angelo HalkosAtlanta, GaMar 13, 2025Feb 24, 2025
The rule
Registrations ended
Feb 4, 2025 to Mar 13, 2025
Registered next
Feb 6, 2025 to May 20, 2025
Branch state
GA
Cities
1, most in Atlanta, Ga
Registered there that day
22 (people still on IAPD; an estimate)
Share of that headcount
64%
Succession by the destination
none on the tape
Other teams out of E••• C•••••• G••••• L••Other teams into S•• C•••••• M••••••••• L••