DFX Intelligence
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Firm absorbed
4 advisors left A••••• A••••••• for H•••• P••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Johnny Marion Gibson | Winter Park, Fl | Jul 3, 2024 | Feb 4, 2024 |
| Marc R Angle | Winter Park, Fl | Jul 3, 2024 | Feb 4, 2024 |
| Paul Judson Hershiser | Winter Park, Fl | Jul 3, 2024 | Feb 4, 2024 |
| Stacey Lynel Cole | Winter Park, Fl | Jul 3, 2024 | Feb 9, 2024 |
The rule
- Registrations ended
- Jul 3, 2024
- Registered next
- Feb 4, 2024 to Feb 9, 2024
- Branch state
- FL
- Cities
- 1, most in Winter Park, 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