DFX Intelligence
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Firm absorbed
4 advisors left A•••••• W••••• for H• W•••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Charles Brandon Downs | Atlanta, Ga | Dec 31, 2023 | Jun 1, 2022 |
| Jennifer Irene Storey | Atlanta, Ga | Dec 31, 2023 | Jun 1, 2022 |
| Sean Patrick Lennox | Atlanta, Ga | Dec 31, 2023 | Jun 17, 2022 |
| William Joseph Cohen | Atlanta, Ga | Dec 31, 2023 | Jun 1, 2022 |
The rule
- Registrations ended
- Dec 31, 2023
- Registered next
- Jun 1, 2022 to Jun 17, 2022
- Branch state
- GA
- Cities
- 1, most in Atlanta, Ga
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape