DFX Intelligence
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Firm absorbed
3 advisors left A•••• F•••••••• F••••••••• L•• for W••••• E••••••••• A••••••• S•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alison Aileen Hall | Sarasota, Fl | Jun 18, 2024 | Jun 21, 2024 |
| Gregory Giardino | Sarasota, Fl | Jun 18, 2024 | Jun 20, 2024 |
| Laura Mattia | Sarasota, Fl | Jun 18, 2024 | Jun 21, 2024 |
The rule
- Registrations ended
- Jun 18, 2024
- Registered next
- Jun 20, 2024 to Jun 21, 2024
- Branch state
- FL
- Cities
- 1, most in Sarasota, Fl
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 75%
- Succession by the destination
- none on the tape