DFX Intelligence

RIA Intelligence

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Firm absorbed

6 advisors left I•••••• W••••• L•• for N••••• W••••• P•••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Andrew Joseph KroneMount Pleasant, ScSep 30, 2024Jan 1, 2025
Craig Daniel PriceMount Pleasant, ScSep 30, 2024Jun 25, 2024
Jenee C PetersMount Pleasant, ScSep 30, 2024Nov 5, 2025
John CiminoMount Pleasant, ScSep 30, 2024Dec 24, 2025
Laurence Elliott HulbertMount Pleasant, ScSep 30, 2024Jan 1, 2026
Mackenzie C RickmanMount Pleasant, ScSep 30, 2024Jan 1, 2025
Michael J IacampoMount Pleasant, ScSep 30, 2024Jan 1, 2026
The rule
Registrations ended
Sep 30, 2024
Registered next
Jun 25, 2024 to Jan 1, 2026
Branch state
SC
Cities
1, most in Mount Pleasant, Sc
Registered there that day
11 (people still on IAPD; an estimate)
Share of that headcount
55%
Succession by the destination
none on the tape
Other teams out of I•••••• W••••• L••Other teams into N••••• W••••• P•••••••