DFX Intelligence
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Firm absorbed
4 advisors left I••••••••• F••••• O••••• L•• for I••••••••• P•••••• W••••• M••••••••• I•••
independent RIAtomixed wealthRIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Cory Paul Slovik | Somers, Ny | Aug 26, 2026 | Jul 27, 2026 |
| Lincoln Adrian Dacosta | Somers, Ny | Aug 26, 2026 | Jul 16, 2026 |
| Paul Bennett Plesser | Woodmere, Ny | Aug 26, 2026 | Jul 16, 2026 |
| Sunil Kumar Handa | Somers, Ny | Aug 26, 2026 | Jun 25, 2025 |
The rule
- Registrations ended
- Aug 26, 2026
- Registered next
- Jun 25, 2025 to Jul 27, 2026
- Branch state
- NY
- Cities
- 2, most in Somers, Ny
- Registered there that day
- 8 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape