DFX Intelligence
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Firm absorbed
5 advisors left E•••• F•••••••• G•••• for P••• W••••• P•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Adam Paul Mentzer | Boca Raton, Fl | Jun 28, 2024 | Jun 24, 2024 |
| Danielle Basilone | Boca Raton, Fl | Jun 28, 2024 | Jan 1, 2025 |
| Jaron Thomas Oswalt | Boca Raton, Fl | Jun 28, 2024 | Jun 24, 2024 |
| Leonard James Tomson | Boca Raton, Fl | Jun 28, 2024 | Mar 19, 2024 |
| Tyler James Boccia | Boca Raton, Fl | Jun 28, 2024 | Jun 24, 2024 |
The rule
- Registrations ended
- Jun 28, 2024
- Registered next
- Mar 19, 2024 to Jan 1, 2025
- Branch state
- FL
- Cities
- 2, most in Boca Raton, Fl
- Registered there that day
- 9 (people still on IAPD; an estimate)
- Share of that headcount
- 56%
- Succession by the destination
- none on the tape