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

8 advisors left A•••••••• P•••••• A•••••••• L•• for M••••••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Benjamin William JonesSarasota, FlAug 31, 2021Aug 2, 2021
Carl Allan WatkinsSarasota, FlAug 31, 2021Aug 2, 2021
Charles Cameron DeesSarasota, FlAug 31, 2021Aug 6, 2021
Luke NicholasSarasota, FlAug 31, 2021Aug 5, 2021
Martin Jay KossoffSarasota, FlAug 31, 2021Aug 4, 2021
Michelle J Marcus CrossSarasota, FlAug 31, 2021Aug 5, 2021
Paul Brett CantorSarasota, FlAug 31, 2021Feb 2, 2022
William Carl GeisdorfSarasota, FlAug 31, 2021Aug 19, 2021
The rule
Registrations ended
Aug 31, 2021
Registered next
Aug 2, 2021 to Feb 2, 2022
Branch state
FL
Cities
1, most in Sarasota, 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 A•••••••• P•••••• A•••••••• L••Other teams into M••••••