DFX Intelligence
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Firm absorbed
5 advisors left S••••• W••••• A••••••• I••• for S••••• W••••• A••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew J Constantinides | Boca Raton, Fl | Mar 1, 2022 | Dec 21, 2021 |
| Brandon Scott Judas | Boca Raton, Fl | Mar 1, 2022 | Dec 9, 2021 |
| Janyl B Smith | Boca Raton, Fl | Mar 1, 2022 | Dec 22, 2025 |
| Roy Daniel Rosner | Boca Raton, Fl | Mar 1, 2022 | Dec 22, 2021 |
| Steven Eric Trachtenberg | Boca Raton, Fl | Mar 1, 2022 | Dec 21, 2021 |
The rule
- Registrations ended
- Mar 1, 2022
- Registered next
- Dec 9, 2021 to Dec 22, 2025
- Branch state
- FL
- Cities
- 1, most in Boca Raton, Fl
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 83%
- Succession by the destination
- a succession within a year (Oct 21, 2021), not necessarily this firm