DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Firm absorbed
3 advisors left B••• C••• W••••• M••••••••• I••• for A•••••• W••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew (Nmn) Kane | Miami Beach, Fl | Mar 30, 2021 | Feb 17, 2021 |
| Anthony Jacob Garcia | Miami Beach, Fl | Mar 30, 2021 | Mar 23, 2021 |
| David Richard Hofer | Miami, Fl | Mar 30, 2021 | Feb 23, 2021 |
The rule
- Registrations ended
- Mar 30, 2021
- Registered next
- Feb 17, 2021 to Mar 23, 2021
- Branch state
- FL
- Cities
- 2, most in Miami Beach, Fl
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape