DFX Intelligence
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Firm absorbed
4 advisors left P••••• W••••• M••••••••• G•••• for O•••• W•••••• I•••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Glenn Krcmaric | Sun City Center, Fl | Jan 6, 2025 | Jan 2, 2025 |
| Jonathan David Wilkins | Sun City Center, Fl | Jan 6, 2025 | Jan 2, 2025 |
| Martin Jay Mulligan | Sun City Center, Fl | Jan 6, 2025 | Jan 2, 2025 |
| Thomas Arthur Payant | Sun City Center Plaza, Fl | Jan 6, 2025 | Jan 2, 2025 |
The rule
- Registrations ended
- Jan 6, 2025
- Registered next
- Jan 2, 2025
- Branch state
- FL
- Cities
- 2, most in Sun City Center, 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