DFX Intelligence

RIA 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

4 advisors left G••••• F•••••••• P•••••• C••••••• I••• for A••••••••• I•••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Cody SummerallSarasota, FlAug 14, 2020Apr 6, 2021
Dakota Ryan RossSarasota, FlAug 14, 2020Dec 3, 2025
Jeffrey James WalkerSarasota, FlAug 14, 2020Jul 21, 2021
Joy Maurine WalkerSarasota, FlAug 14, 2020Mar 23, 2021
The rule
Registrations ended
Aug 14, 2020
Registered next
Mar 23, 2021 to Dec 3, 2025
Branch state
FL
Cities
1, most in Sarasota, Fl
Registered there that day
4 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of G••••• F•••••••• P•••••• C••••••• I•••Other teams into A••••••••• I•••