DFX Intelligence

RIA Intelligence

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Firm absorbed

8 advisors left W•••• O•• A•••••••• L•• for E•••• V•••• W••••••• A•••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Bradley R LacoreWinter Park, FlDec 11, 2020Dec 11, 2020
Gregory J MendozaWinter Park, FlDec 11, 2020Jan 28, 2021
Jeffrey L ScangaWinter Park, FlDec 11, 2020Dec 10, 2020
Robert E OverallWinter Park, FlDec 11, 2020Dec 14, 2020
Ron W HensonWinter Park, FlDec 11, 2020Dec 11, 2020
Scott J MacaioneWinter Park, FlDec 11, 2020Dec 17, 2020
Stephen Armfield CurleyWinter Park, FlDec 11, 2020Dec 14, 2020
Vivien JohnsonWinter Park, FlDec 11, 2020Dec 8, 2020
The rule
Registrations ended
Dec 11, 2020
Registered next
Dec 8, 2020 to Jan 28, 2021
Branch state
FL
Cities
1, most in Winter Park, Fl
Registered there that day
8 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of W•••• O•• A•••••••• L••Other teams into E•••• V•••• W••••••• A•••••••