DFX Intelligence
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Firm absorbed
4 advisors left C••••• W••••• M••••••••• S••••••• for F••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joseph Charles Perkins | Winston Salem, Nc | Jul 22, 2026 | Jul 29, 2026 |
| Matthew David Hearn | Winston Salem, Nc | Jul 22, 2026 | Jul 13, 2026 |
| Raymond Hugh Wilcox | Winston Salem, Nc | Jul 22, 2026 | Jul 13, 2026 |
| William Barron Amburn | Winston Salem, Nc | Jul 22, 2026 | Jul 13, 2026 |
The rule
- Registrations ended
- Jul 22, 2026
- Registered next
- Jul 13, 2026 to Jul 29, 2026
- Branch state
- NC
- Cities
- 1, most in Winston Salem, Nc
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape