DFX Intelligence
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Firm absorbed
3 advisors left F•••••••• P••••••• C•••••• M••••••••• L•• for G•• F•••••••• S••••••••• L••
independent RIAtomixed wealthRIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christopher Thomas Conway | Aventura, Fl | Mar 28, 2023 | Apr 4, 2023 |
| Craig Mitchell Giventer | Aventura, Fl | Mar 28, 2023 | Apr 4, 2023 |
| Vincent John Marsden | Aventura, Fl | Mar 28, 2023 | Apr 4, 2023 |
The rule
- Registrations ended
- Mar 28, 2023
- Registered next
- Apr 4, 2023
- Branch state
- FL
- Cities
- 1, most in Aventura, Fl
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 60%
- Succession by the destination
- none on the tape