DFX Intelligence
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Firm absorbed
5 advisors left B•••• E••••• P••••••• • W••••• A••••••• for P•••• C•••••• F••••••••
independent RIAtomixed wealthRIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alex Russell Astin | Hammond, La | Jul 26, 2022 | Jul 15, 2022 |
| Ashley Renea Terrell | Hammond, La | Jul 26, 2022 | Jul 5, 2022 |
| Christian Paul Martin Clausen | Hammond, La | Jul 26, 2022 | Jul 5, 2022 |
| Gerrod Gerard Galliano | Hammond, La | Jul 26, 2022 | Jul 5, 2022 |
| Jon Scott Gwatney | Hammond, La | Jul 26, 2022 | Jul 20, 2022 |
The rule
- Registrations ended
- Jul 26, 2022
- Registered next
- Jul 5, 2022 to Jul 20, 2022
- Branch state
- LA
- Cities
- 1, most in Hammond, La
- Registered there that day
- 7 (people still on IAPD; an estimate)
- Share of that headcount
- 71%
- Succession by the destination
- none on the tape