DFX Intelligence
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Firm absorbed
4 advisors left G••••• I••••••••• A•••••••• L•• for P••••••• I••••••••• L••
unclassifiedtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian George Vanhouwe | Miami Beach, Fl | Dec 26, 2019 | Dec 26, 2019 |
| Brian David Snyder | Miami Beach, Fl | Dec 31, 2019 | Dec 20, 2020 |
| Jean Marie Furgiuele | Miami Beach, Fl | Dec 31, 2019 | Dec 18, 2020 |
| Timothy Lane | Miami Beach, Fl | Dec 31, 2019 | Jan 12, 2021 |
The ruleHow a team is typedA team is two or more advisors whose registrations through one firm ended within fourteen days of each other, from branches in the same state, all registering next through the same other firm.The kind is a printed rule, not a judgment: absorbed when half or more of the firm’s registered people moved or a succession names it, channel change when the two CRDs are one enterprise (same name, same 75%+ owner around the move, or one name the other with a word added), large transfer at fifty or more, lift-out otherwise.
- Registrations ended
- Dec 26, 2019 to Dec 31, 2019
- Registered next
- Dec 26, 2019 to Jan 12, 2021
- Branch state
- FL
- Cities
- 1, most in Miami Beach, Fl
- Registered there that day
- 7 (people still on IAPD; an estimate)
- Share of that headcount
- 57%
- Succession by the destination
- none on the tape