DFX Intelligence

RIA Intelligence

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Firm absorbed

5 advisors left A•• F•••••••• P••••••• for S••••• W••••• M•••••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Adam Thomas KornegayKnoxville, TnJan 15, 2026Jan 5, 2026
Daniel Benton MyersKnoxville, TnJan 15, 2026Jan 5, 2026
Joseph N. OttavianoKnoxville, TnJan 15, 2026Jan 6, 2026
Stephen Manning CarlsonKnoxville, TnJan 15, 2026Jan 5, 2026
Suzanne Waddell HornickKnoxville, TnJan 15, 2026Jan 5, 2026
The rule
Registrations ended
Jan 15, 2026
Registered next
Jan 5, 2026 to Jan 6, 2026
Branch state
TN
Cities
1, most in Knoxville, Tn
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 A•• F•••••••• P•••••••Other teams into S••••• W••••• M•••••••••