DFX Intelligence

RIA Intelligence

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Firm absorbed

9 advisors left F•••• T•••• I••••••••• S•••••••• L••• for F•••• T•••• A••••••• L•

independent RIAtoasset managerOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Anthony Louis CirilloNaples, FlDec 20, 2024Nov 25, 2024
Ellie Marie EldridgeNaples, FlDec 20, 2024Nov 4, 2024
Garrett KomiskeyNaples, FlDec 20, 2024Nov 5, 2024
George SchmelzleNaples, FlDec 20, 2024Nov 6, 2024
Jacob Martin MarriottNaples, FlDec 20, 2024Dec 3, 2024
Kevin Michael ErndlNaples, FlDec 20, 2024Dec 18, 2024
Michael EganNaples, FlDec 20, 2024Nov 20, 2024
Robert M CarrNaples, FlDec 20, 2024Dec 2, 2024
Tenzin PhuntsokNaples, FlDec 20, 2024Nov 4, 2024
The rule
Registrations ended
Dec 20, 2024
Registered next
Nov 4, 2024 to Dec 18, 2024
Branch state
FL
Cities
1, most in Naples, Fl
Registered there that day
9 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of F•••• T•••• I••••••••• S•••••••• L•••Other teams into F•••• T•••• A••••••• L•