DFX Intelligence

RIA Intelligence

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Firm absorbed

6 advisors left R••••• W••••• M••••••••• for D•••••• W••••• P•••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Anthony Van OreTavares, FlJan 7, 2021May 13, 2020
Audrey Marie MancusoTavares, FlJan 7, 2021Jun 23, 2017
Carol Ann MulcahyTavares, FlJan 7, 2021May 13, 2020
Jorge A RomeroTavares, FlJan 7, 2021Aug 9, 2017
Louis Mitchell ShinamanTavares, FlJan 7, 2021Jul 5, 2017
Robert ClarkTavares, FlJan 7, 2021Aug 9, 2017
The rule
Registrations ended
Jan 7, 2021
Registered next
Jun 23, 2017 to May 13, 2020
Branch state
FL
Cities
1, most in Tavares, Fl
Registered there that day
9 (people still on IAPD; an estimate)
Share of that headcount
67%
Succession by the destination
none on the tape
Other teams out of R••••• W••••• M•••••••••Other teams into D•••••• W••••• P•••••••• L••