DFX Intelligence

RIA Intelligence

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Firm absorbed

13 advisors left I••••••••• C•••••• for F•••• P••••••• W•••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Alex J HattenhauerNashville, TnJul 30, 2024May 3, 2024
Andrew Thomas CookNashville, TnJul 30, 2024May 3, 2024
Arthur Edward ZaskeNashville, TnJul 30, 2024May 3, 2024
David Alexander ZaskeNashville, TnJul 30, 2024May 1, 2024
Erik Nels LarsonNashville, TnJul 30, 2024May 1, 2024
Jeffrey Scott CampNashville, TnJul 30, 2024May 1, 2024
Mackenzie CunninghamNashville, TnJul 30, 2024May 2, 2024
Mark Harold BergsohnNashville, TnJul 30, 2024May 1, 2024
Nicholas David RoundsNashville, TnJul 30, 2024May 1, 2024
Phillip Brian CookNashville, TnJul 30, 2024May 1, 2024
Rege Scott EisamanNashville, TnJul 30, 2024May 1, 2024
Tyler Edward HarrisonNashville, TnJul 30, 2024May 2, 2024
William P BarclayNashville, TnJul 30, 2024May 29, 2024
The rule
Registrations ended
Jul 30, 2024
Registered next
May 1, 2024 to May 29, 2024
Branch state
TN
Cities
1, most in Nashville, Tn
Registered there that day
25 (people still on IAPD; an estimate)
Share of that headcount
52%
Succession by the destination
none on the tape
Other teams out of I••••••••• C••••••Other teams into F•••• P••••••• W•••••• L••