DFX Intelligence
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Firm absorbed
3 advisors left N•••••••• F•••••••• P•••••••• I••• for M••••• W••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Allen Page Giese | Plantation, Fl | Jul 10, 2026 | Jun 16, 2026 |
| Gary Cristopher Gonzalez | Plantation, Fl | Jul 10, 2026 | Jul 9, 2026 |
| Joseph Glenn Valerio | Plantation, Fl | Jul 10, 2026 | Jul 13, 2026 |
The rule
- Registrations ended
- Jul 10, 2026
- Registered next
- Jun 16, 2026 to Jul 13, 2026
- Branch state
- FL
- Cities
- 1, most in Plantation, 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