DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Firm absorbed
3 advisors left C•••••• G••••••• W••••• M••••••••• L•• for A••••• P•••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christian Eliezer Urbina | Coral Springs, Fl | Dec 31, 2018 | Dec 18, 2018 |
| Maxime Fleming Jean-Louis | Fort Lauderdale, Fl | Dec 31, 2018 | Dec 18, 2018 |
| Paul Mark Zoch | Fort Lauderdale, Fl | Dec 31, 2018 | Apr 12, 2019 |
The rule
- Registrations ended
- Dec 31, 2018
- Registered next
- Dec 18, 2018 to Apr 12, 2019
- Branch state
- FL
- Cities
- 2, most in Fort Lauderdale, Fl
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 75%
- Succession by the destination
- none on the tape