DFX Intelligence
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Firm absorbed
3 advisors left W••• A•••••••• I••• for W•••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christopher James Mcgarvey | Lakeland, Fl | Mar 10, 2023 | Feb 8, 2023 |
| Hosler Lee Wall | Lakeland, Fl | Mar 10, 2023 | Feb 10, 2023 |
| Thomas Allen Dicesare | Lakeland, Fl | Mar 10, 2023 | Feb 7, 2023 |
The rule
- Registrations ended
- Mar 10, 2023
- Registered next
- Feb 7, 2023 to Feb 10, 2023
- Branch state
- FL
- Cities
- 1, most in Lakeland, Fl
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape