DFX 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
3 advisors left H••••• • B••••••• C•••••• M••••••••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••
unclassifiedtoBD affiliatedOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brigette Louise White | Burlington, Vt | May 11, 2022 | Jan 2, 2009 |
| Kari Ann Phillips | Burlington, Vt | May 11, 2022 | Jan 2, 2009 |
| Michael Gilbert Mccormack | Burlington, Vt | May 11, 2022 | Jan 2, 2009 |
The rule
- Registrations ended
- May 11, 2022
- Registered next
- Jan 2, 2009
- Branch state
- VT
- Cities
- 1, most in Burlington, Vt
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 60%
- Succession by the destination
- none on the tape