DFX Intelligence
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Firm absorbed
7 advisors left D••••• W•••••• L•• for D••••• W•••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brett William Orvieto | Palm Beach Gardens, Fl | Mar 25, 2019 | Oct 18, 2018 |
| Bryan Paul Keller | Palm Beach Gardens, Fl | Mar 25, 2019 | Jan 1, 2025 |
| Jill Debra Rance | Palm Beach Gardens, Fl | Mar 25, 2019 | Oct 17, 2018 |
| Luke S Baxter | Palm Beach Gardens, Fl | Mar 25, 2019 | Oct 10, 2018 |
| Marilyn Ashley Rios | Palm Beach Gardens, Fl | Mar 25, 2019 | Feb 19, 2019 |
| Peter John Raimondi | Palm Beach Gardens, Fl | Mar 25, 2019 | Oct 10, 2018 |
| William John Mikus | Palm Beach Gardens, Fl | Mar 25, 2019 | Oct 17, 2018 |
The rule
- Registrations ended
- Mar 25, 2019
- Registered next
- Oct 10, 2018 to Jan 1, 2025
- Branch state
- FL
- Cities
- 1, most in Palm Beach Gardens, Fl
- Registered there that day
- 9 (people still on IAPD; an estimate)
- Share of that headcount
- 78%
- Succession by the destination
- a succession within a year (Sep 6, 2018), not necessarily this firm