DFX Intelligence

RIA Intelligence

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Firm absorbed

5 advisors left F••••••••• P•••••• W••••• for F••••••••• F•••••••• P•••••••• L•••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Alexander Carson WolfeVenice, FlDec 9, 2022Nov 9, 2022
Alexander Curtis HerringtonVenice, FlDec 9, 2022Nov 9, 2022
Bradley Bruce PattonVenice, FlDec 9, 2022Nov 9, 2022
James D StamperVenice, FlDec 9, 2022Nov 14, 2022
Scott George PinkertonVenice, FlDec 9, 2022Nov 14, 2022
The rule
Registrations ended
Dec 9, 2022
Registered next
Nov 9, 2022 to Nov 14, 2022
Branch state
FL
Cities
1, most in Venice, Fl
Registered there that day
5 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of F••••••••• P•••••• W•••••Other teams into F••••••••• F•••••••• P•••••••• L•••