DFX Intelligence

RIA Intelligence

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Firm absorbed

5 advisors left L•••••• W••••• A•••••••• L•• for P•••• C•••••• F••••••••

independent RIAtomixed wealthRIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Annette Arlene VanderlindeNaples, FlDec 16, 2022Dec 9, 2022
Dawn Elizabeth ClinganNaples, FlDec 16, 2022Dec 9, 2022
Jennifer Chin FlahertyNaples, FlDec 16, 2022Dec 9, 2022
Richard Michael ParryNaples, FlDec 16, 2022Dec 19, 2022
Richard Patrick MeagherNaples, FlDec 16, 2022Jan 13, 2023
Sterling Orson HerrmannNaples, FlDec 16, 2022Dec 9, 2022
The rule
Registrations ended
Dec 16, 2022
Registered next
Dec 9, 2022 to Jan 13, 2023
Branch state
FL
Cities
1, most in Naples, Fl
Registered there that day
8 (people still on IAPD; an estimate)
Share of that headcount
63%
Succession by the destination
none on the tape
Other teams out of L•••••• W••••• A•••••••• L••Other teams into P•••• C•••••• F••••••••