DFX Intelligence

RIA Intelligence

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Firm absorbed

7 advisors left S•••••••• G••••• A•••• M••••••••• L•• for S• S•••••

independent RIAtootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Jacques Rene ElmalehBoca Raton, FlMay 31, 2019Aug 21, 2015
Kenneth Alan PritzkerBoca Raton, FlMay 31, 2019Aug 12, 2015
Mary Susan Van BergenBoca Raton, FlMay 31, 2019May 29, 2015
Richard David SteinbergBoca Raton, FlMay 31, 2019Aug 21, 2015
Sean Christopher EricksonBoca Raton, FlMay 31, 2019Aug 21, 2015
Steven Jay RothenbergBoca Raton, FlMay 31, 2019Jun 11, 2015
Tara Leigh ElmalehBoca Raton, FlMay 31, 2019Aug 21, 2015
The rule
Registrations ended
May 31, 2019
Registered next
May 29, 2015 to Aug 21, 2015
Branch state
FL
Cities
1, most in Boca Raton, Fl
Registered there that day
10 (people still on IAPD; an estimate)
Share of that headcount
70%
Succession by the destination
none on the tape
Other teams out of S•••••••• G••••• A•••• M••••••••• L••Other teams into S• S•••••