DFX Intelligence

RIA 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 T•• A•••••••• I••• for I••••••••• I••••••••• S•••••••• I••

othertootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Jonathan Richard DugganLakewood Ranch, FlMar 11, 2026Feb 20, 2026
Paul Shaughnessy DugganLakewood Ranch, FlMar 11, 2026Mar 23, 2026
Peter Christopher DugganLakewood Ranch, FlMar 11, 2026Jan 7, 2026
The rule
Registrations ended
Mar 11, 2026
Registered next
Jan 7, 2026 to Mar 23, 2026
Branch state
FL
Cities
1, most in Lakewood Ranch, 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
Other teams out of T•• A•••••••• I•••Other teams into I••••••••• I••••••••• S•••••••• I••