DFX Intelligence

RIA Intelligence

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Firm absorbed

5 advisors left D•• H•••• A•••• M••••••••• for A••••• T••••• P•••••• W•••••

othertoindependent RIAOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Arthur Stuart DaySarasota, FlDec 5, 2025Oct 1, 2025
Donald Lewis HaganSarasota, FlDec 5, 2025Sep 30, 2025
Natalie Gayle BrownSarasota, FlDec 5, 2025Sep 30, 2025
Regan TeagueSarasota, FlDec 5, 2025Sep 30, 2025
Tyler Wallace HaganSarasota, FlDec 5, 2025Oct 3, 2025
The rule
Registrations ended
Dec 5, 2025
Registered next
Sep 30, 2025 to Oct 3, 2025
Branch state
FL
Cities
1, most in Sarasota, Fl
Registered there that day
5 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of D•• H•••• A•••• M•••••••••Other teams into A••••• T••••• P•••••• W•••••