DFX Intelligence

RIA Intelligence

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Firm absorbed

14 advisors left G••••• F•••••••• G•••• for G•••• V••••• A•••••• G••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Jason Mathew ForstotBoca Raton, FlApr 22, 2022Apr 7, 2022
Todd Jarred SmilerBoca Raton, FlApr 22, 2022Mar 28, 2022
Christopher Dee SmithBoca Raton, FlApr 27, 2022Apr 6, 2022
Damon Jeremy BoyarBoca Raton, FlApr 27, 2022Mar 28, 2022
Jason R KnightBoca Raton, FlApr 27, 2022Apr 28, 2022
Jeffrey Carl RubinBoca Raton, FlApr 27, 2022Mar 28, 2022
Joel Wayne JosephsBoca Raton, FlApr 27, 2022Apr 7, 2022
Lynn PagansBoca Raton, FlApr 27, 2022Mar 28, 2022
Omar Fernando CujarBoca Raton, FlApr 27, 2022Mar 28, 2022
Patrick AbrunzoBoca Raton, FlApr 27, 2022Mar 25, 2022
Steven Joseph HaugBoca Raton, FlApr 27, 2022Mar 29, 2022
Tory Adams KlinedinstBoca Raton, FlApr 27, 2022Apr 8, 2022
Joseph Stuart KarpBoca Raton, FlMay 10, 2022May 6, 2022
Richard Mark TyrolerBoca Raton, FlMay 10, 2022May 5, 2022
The rule
Registrations ended
Apr 22, 2022 to May 10, 2022
Registered next
Mar 25, 2022 to May 6, 2022
Branch state
FL
Cities
1, most in Boca Raton, Fl
Registered there that day
14 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of G••••• F•••••••• G••••Other teams into G•••• V••••• A•••••• G••••• L••