DFX Intelligence

RIA Intelligence

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Firm absorbed

8 advisors left C••••••••• F••••••••• L•• for L•••••• W••••• M••••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Andrew Joseph KroneNaples, FlDec 31, 2020Oct 23, 2020
Craig Daniel PriceNaples, FlDec 31, 2020Mar 11, 2021
Jenee C PetersTrinity, FlDec 31, 2020Dec 7, 2020
Laurence Elliott HulbertNaples, FlDec 31, 2020Nov 23, 2020
Mackenzie C RickmanNaples, FlDec 31, 2020Oct 22, 2020
Nancy ZehrNaples, FlDec 31, 2020Dec 15, 2020
Nelson PereiraNaples, FlDec 31, 2020Feb 9, 2021
Sean D McveyNaples, FlDec 31, 2020Jan 29, 2021
The rule
Registrations ended
Dec 31, 2020
Registered next
Oct 22, 2020 to Mar 11, 2021
Branch state
FL
Cities
2, most in Naples, Fl
Registered there that day
8 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of C••••••••• F••••••••• L••Other teams into L•••••• W••••• M••••••••• L••