DFX Intelligence
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Firm absorbed
6 advisors left G••••••• A••••••• for B•• P•••••• A•••• M••••••••• U• • L••
independent RIAtoasset managerOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daniel Paganello | Miami, Fl | Oct 24, 2024 | Jan 30, 2025 |
| Joseph T Monagle | Miami, Fl | Oct 24, 2024 | Jan 30, 2025 |
| Karen Elizabeth Denti | Miami, Fl | Oct 24, 2024 | Jan 30, 2025 |
| Luis Antonio Samayoa | Miami, Fl | Oct 24, 2024 | Jan 30, 2025 |
| Marcello Correa | Miami, Fl | Oct 24, 2024 | Dec 2, 2024 |
The rule
- Registrations ended
- Oct 24, 2024
- Registered next
- Dec 2, 2024 to Mar 13, 2025
- Branch state
- FL
- Cities
- 1, most in Miami, Fl
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape