DFX Intelligence

RIA Intelligence

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Firm absorbed

6 advisors left L••••••• W••••• P•••••••• L•• for C••••••••• I••••••••• A•••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Andrew Ross RamseyAlpharetta, GaNov 16, 2023Oct 2, 2023
Charles Joseph CostaAlpharetta, GaNov 16, 2023Oct 2, 2023
Charles Wesley DavidsonAlpharetta, GaNov 16, 2023Oct 2, 2023
Kelly Manning RodriguezAlpharetta, GaNov 16, 2023Oct 2, 2023
Ralph Corley WatsonAlpharetta, GaNov 16, 2023Oct 2, 2023
Wesley Blake TurnerAlpharetta, GaNov 16, 2023Oct 2, 2023
The rule
Registrations ended
Nov 16, 2023
Registered next
Oct 2, 2023
Branch state
GA
Cities
1, most in Alpharetta, Ga
Registered there that day
6 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of L••••••• W••••• P•••••••• L••Other teams into C••••••••• I••••••••• A•••••••• L••