DFX Intelligence

RIA Intelligence

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Firm absorbed

4 advisors left T•• D•••• J• Y•••• G••••• I••• for T•• D•••• J• Y•••• G•••• I•••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
David James YvarsUniversity Park, FlDec 7, 2023Oct 2, 2024
David James YvarsUniversity Park, FlDec 7, 2023Jun 17, 2024
Joseph Dennis LeeUniversity Park, FlDec 7, 2023Jun 17, 2024
Mary Jo CollabollettaUniversity Park, FlDec 7, 2023Jun 17, 2024
The rule
Registrations ended
Dec 7, 2023
Registered next
Jun 17, 2024 to Oct 2, 2024
Branch state
FL
Cities
1, most in University Park, Fl
Registered there that day
4 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
a succession within a year (Nov 6, 2023), not necessarily this firm
Other teams out of T•• D•••• J• Y•••• G••••• I•••Other teams into T•• D•••• J• Y•••• G•••• I•••