DFX Intelligence

RIA Intelligence

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Firm absorbed

16 advisors left R••••••• C••••••••• G•••• for H•••••••• A•••••••• L••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Amy Lynn Lasris DavisOrlando, FlJan 26, 2024Jan 24, 2024
Christopher Blair DriverOrlando, FlJan 26, 2024Feb 11, 2026
Ernest PhillipsOrlando, FlJan 26, 2024Jan 24, 2024
Gregg Alexander BiroOrlando, FlJan 26, 2024Jan 24, 2024
Jacob Warren LandOrlando, FlJan 26, 2024Jan 24, 2024
Joellene Rae AylorOrlando, FlJan 26, 2024Jan 24, 2024
Joshua Michael AndrewsOrlando, FlJan 26, 2024Jan 24, 2024
Kimberly Ann SterlingOrlando, FlJan 26, 2024Jan 24, 2024
Linda PalonenOrlando, FlJan 26, 2024Jan 24, 2024
Michael Howard DavisOrlando, FlJan 26, 2024Jan 25, 2024
Michael Temerson MasurOrlando, FlJan 26, 2024Jan 24, 2024
Natalie Eve CampeseOrlando, FlJan 26, 2024Jan 24, 2024
Nhan Thanh TranOrlando, FlJan 26, 2024Jan 24, 2024
Nicole Anne Rutledge RegilioOrlando, FlJan 26, 2024Jan 24, 2024
Set CarpinteroOrlando, FlJan 26, 2024Jan 24, 2024
Stephen Edward MackallOrlando, FlJan 26, 2024Jan 9, 2025
The rule
Registrations ended
Jan 26, 2024
Registered next
Jan 24, 2024 to Feb 11, 2026
Branch state
FL
Cities
1, most in Orlando, Fl
Registered there that day
16 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of R••••••• C••••••••• G••••Other teams into H•••••••• A•••••••• L••