DFX Intelligence
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Firm absorbed
5 advisors left E•••• L•• for C••••••
mixed wealthtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Allan Michael Budelman | Weston, Fl | Aug 31, 2024 | Aug 19, 2024 |
| George David Suarez | Weston, Fl | Aug 31, 2024 | Aug 15, 2024 |
| Keith David Stoloff | Weston, Fl | Aug 31, 2024 | Aug 16, 2024 |
| Kevin William Brown | Weston, Fl | Aug 31, 2024 | Aug 15, 2024 |
| Scot Laurence Hunter | Weston, Fl | Aug 31, 2024 | Aug 16, 2024 |
The rule
- Registrations ended
- Aug 31, 2024
- Registered next
- Aug 15, 2024 to Aug 19, 2024
- Branch state
- FL
- Cities
- 1, most in Weston, Fl
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- a succession within a year (Oct 20, 2023), not necessarily this firm