DFX Intelligence

RIA Intelligence

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Firm absorbed

7 advisors left A•• W••••• A••••••• for A•• W••••• A•••••••

independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Andrew James SwensonSt Petersburg, FlJul 1, 2021Jul 1, 2021
Anthony Allen AndersonSt Petersburg, FlJul 1, 2021Jul 1, 2021
Christopher James HillSt Petersburg, FlJul 1, 2021Jul 22, 2021
Gilbert Kurtis UlrichSt Petersburg, FlJul 1, 2021Jul 1, 2021
Jamie Renee MasonSt Petersburg, FlJul 1, 2021Jul 21, 2021
Michael William MurraySt Petersburg, FlJul 1, 2021Aug 2, 2021
Richard Jay HeimanSt Petersburg, FlJul 1, 2021Jan 1, 2025
The rule
Registrations ended
Jul 1, 2021
Registered next
Jul 1, 2021 to Jan 1, 2025
Branch state
FL
Cities
1, most in St Petersburg, Fl
Registered there that day
7 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of A•• W••••• A•••••••Other teams into A•• W••••• A•••••••