DFX Intelligence

RIA Intelligence

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Firm absorbed

16 advisors left N•••••• G•••• S••••••••• I••• for N•••••• G•••• C••••••••• L••

othertootherOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Jorge Ricardo FrigulsLake Mary, FlDec 21, 2017Apr 18, 2017
Paul Gerald EscobarLake Mary, FlDec 21, 2017May 1, 2017
Paul Robert MoehleLake Mary, FlDec 21, 2017Apr 27, 2017
Philip Bradford KiddLake Mary, FlDec 21, 2017Apr 17, 2017
Steven Francis SchreiberLake Mary, FlDec 21, 2017May 3, 2017
Andrew Philip ArigoLake Mary, FlDec 22, 2017Mar 21, 2018
David Marcus BaumLake Mary, FlDec 22, 2017Jan 8, 2018
Eddie Bryan AllenJacksonville, FlDec 22, 2017Jan 24, 2018
Jane Elizabeth KellerLake Mary, FlDec 22, 2017Jan 29, 2018
Jeffrey Alan GeorgeLake Mary, FlDec 22, 2017Feb 14, 2018
Jeffrey Marshall BushLake Mary, FlDec 22, 2017Jan 1, 2025
Julie Merritt LeinenbachLake Mary, FlDec 22, 2017Feb 1, 2018
Michael Douglas ShannonLake Mary, FlDec 22, 2017Jan 29, 2018
Samuel Hand RobertLake Mary, FlDec 22, 2017Jan 5, 2018
Steve Lee WilliamsLake Mary, FlDec 22, 2017Jan 11, 2018
Nadir Rashid MinocherLake Mary, FlDec 26, 2017Jan 17, 2018
The rule
Registrations ended
Dec 21, 2017 to Dec 26, 2017
Registered next
Apr 17, 2017 to Jan 1, 2025
Branch state
FL
Cities
2, most in Lake Mary, Fl
Registered there that day
22 (people still on IAPD; an estimate)
Share of that headcount
73%
Succession by the destination
none on the tape
Other teams out of N•••••• G•••• S••••••••• I•••Other teams into N•••••• G•••• C••••••••• L••