DFX Intelligence

RIA Intelligence

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Firm absorbed

12 advisors left C• D•••• P•••••• W•••••• L•• for C••••••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Amy Lynn PowellSt Petersburg, FlMar 31, 2023Dec 14, 2022
Andrew R LundinSt Petersburg, FlMar 31, 2023Dec 14, 2022
Brian Nmi MunozSt Petersburg, FlMar 31, 2023Mar 22, 2023
Christopher Ryan JaySt Petersburg, FlMar 31, 2023Dec 14, 2022
Daniel Thomas GaukelSt Petersburg, FlMar 31, 2023Mar 22, 2023
Dylan Robert KestersonSt Petersburg, FlMar 31, 2023Mar 22, 2023
James Joseph McgintySt Petersburg, FlMar 31, 2023Dec 15, 2022
Joseph Robert CudaSt Petersburg, FlMar 31, 2023Mar 22, 2023
Konstantin BystritskySt Petersburg, FlMar 31, 2023Mar 22, 2023
Michael James NeillSt Petersburg, FlMar 31, 2023Mar 22, 2023
Steven CantilloSt Petersburg, FlMar 31, 2023Mar 22, 2023
Todd B YoungsSt Petersburg, FlMar 31, 2023Jan 1, 2025
The rule
Registrations ended
Mar 31, 2023
Registered next
Dec 14, 2022 to Jan 1, 2025
Branch state
FL
Cities
1, most in St Petersburg, Fl
Registered there that day
12 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
a succession within a year (Oct 20, 2023), not necessarily this firm
Other teams out of C• D•••• P•••••• W•••••• L••Other teams into C••••••