DFX Intelligence

RIA Intelligence

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Firm absorbed

3 advisors left I••••••••• F•••••••• S••••••••• L•• for E••••• W•••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Kenneth Wayne MillerFort Lauderdale, FlJul 31, 2026Feb 25, 2026
Philip Charles MillerFort Lauderdale, FlJul 31, 2026Feb 25, 2026
Roy Leonard MattoxFort Lauderdale, FlJul 31, 2026Jun 26, 2026
The rule
Registrations ended
Jul 31, 2026
Registered next
Feb 25, 2026 to Jun 26, 2026
Branch state
FL
Cities
1, most in Fort Lauderdale, Fl
Registered there that day
5 (people still on IAPD; an estimate)
Share of that headcount
60%
Succession by the destination
none on the tape
Other teams out of I••••••••• F•••••••• S••••••••• L••Other teams into E••••• W•••••• L••