DFX Intelligence

RIA Intelligence

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Firm absorbed

4 advisors left P•••••• W••••• S••••••••• L••• for M••••• G••••• A••••••• I•••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Ian Marcello AguilarJacksonville, FlFeb 23, 2024Dec 6, 2023
Scott Wesley SniderJacksonville, FlMar 6, 2024Dec 6, 2023
Emma Rose Schumann JonesJacksonville, FlMar 19, 2024Dec 6, 2023
Michelle Lynne AshJacksonville, FlMar 19, 2024Dec 6, 2023
The rule
Registrations ended
Feb 23, 2024 to Mar 19, 2024
Registered next
Dec 6, 2023
Branch state
FL
Cities
1, most in Jacksonville, 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
Other teams out of P•••••• W••••• S••••••••• L•••Other teams into M••••• G••••• A••••••• I•••