DFX Intelligence
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Firm absorbed
5 advisors left G•• S•••••••• for G•• S••••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Benjamin Alec Richardson | Orlando, Fl | Feb 15, 2025 | Oct 3, 2024 |
| Claudio M Gambin Neto | Orlando, Fl | Feb 15, 2025 | Sep 12, 2024 |
| Evan Garrett Gruchot | Orlando, Fl | Feb 15, 2025 | Sep 11, 2024 |
| Landon John Archangelo | Orlando, Fl | Feb 15, 2025 | Sep 11, 2024 |
| Michelle Taylor | Orlando, Fl | Feb 15, 2025 | Sep 11, 2024 |
The rule
- Registrations ended
- Feb 15, 2025
- Registered next
- Sep 11, 2024 to Oct 3, 2024
- Branch state
- FL
- Cities
- 1, most in Orlando, Fl
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- a succession within a year (Jul 20, 2024), not necessarily this firm