DFX Intelligence

RIA Intelligence

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Firm absorbed

5 advisors left N•••••••• A•••• M••••••••• L•• for W•••••• I••••••••• S•••••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Albert Vincent PetteMiami, FlDec 11, 2018Nov 19, 2018
Avraham Isaac ZivMiami, FlDec 11, 2018Nov 16, 2018
Gerard Robert BettsMiami, FlDec 11, 2018Nov 18, 2018
Helen Maria ScannapiecoMiami, FlDec 11, 2018Nov 28, 2018
Mark Stephen KlebanoffMiami, FlDec 11, 2018Nov 19, 2018
The rule
Registrations ended
Dec 11, 2018
Registered next
Nov 16, 2018 to Nov 28, 2018
Branch state
FL
Cities
1, most in Miami, Fl
Registered there that day
7 (people still on IAPD; an estimate)
Share of that headcount
71%
Succession by the destination
none on the tape
Other teams out of N•••••••• A•••• M••••••••• L••Other teams into W•••••• I••••••••• S•••••••••