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

12 advisors left S••••• W••••• P•••••••• L•• for S••••• W••••• P•••••••• L••

othertootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Andrew Michael DickensOrlando, FlAug 19, 2016Jul 15, 2016
Andrew Thomas HansenOrlando, FlAug 19, 2016Jun 30, 2016
Bradley David TowleOrlando, FlAug 19, 2016Jun 24, 2016
Chad Aaron WarrickOrlando, FlAug 19, 2016Jul 2, 2016
Chad Daniel LeatherwoodOrlando, FlAug 19, 2016Jun 16, 2020
George David SuarezOrlando, FlAug 19, 2016Jun 24, 2016
Jack MalarikOrlando, FlAug 19, 2016Jul 8, 2016
Jason Patrick PrintOrlando, FlAug 19, 2016Jun 30, 2016
Jeffrey Dean BlissOrlando, FlAug 19, 2016Jul 28, 2016
Kelly Joseph CarterOrlando, FlAug 19, 2016Aug 4, 2016
Kristiana Joy DanielsOrlando, FlAug 19, 2016Jun 20, 2016
Stephen Vincent SantoroOrlando, FlAug 19, 2016Jul 11, 2016
The rule
Registrations ended
Aug 19, 2016
Registered next
Jun 20, 2016 to Jun 16, 2020
Branch state
FL
Cities
1, most in Orlando, 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 (Apr 21, 2016), not necessarily this firm
Other teams out of S••••• W••••• P•••••••• L••Other teams into S••••• W••••• P•••••••• L••