DFX Intelligence
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Firm absorbed
3 advisors left A•••• W••••• for M••••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew Kenneth Mcdowell | Miramar Beach, Fl | Mar 23, 2022 | Mar 1, 2022 |
| Lynne Wentzel Mathews | Miramar Beach, Fl | Mar 23, 2022 | Mar 4, 2022 |
| Patrick Ryan Mcdowell | Miramar Beach, Fl | Mar 23, 2022 | Mar 1, 2022 |
The rule
- Registrations ended
- Mar 23, 2022
- Registered next
- Mar 1, 2022 to Mar 4, 2022
- Branch state
- FL
- Cities
- 1, most in Miramar Beach, Fl
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 75%
- Succession by the destination
- none on the tape