DFX Intelligence

RIA Intelligence

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Firm absorbed

7 advisors left B••••• I••••••••• I•••••••• L•• for C••••• P••••••• L••

independent RIAtomixed wealthRIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Drew Louis KootmanBoston, MaFeb 4, 2021Feb 23, 2021
Emily J. LynchBoston, MaFeb 4, 2021Feb 3, 2021
Isabel Rosen ScharmerBoston, MaFeb 4, 2021Feb 23, 2021
Justin Joseph DumouchelleBoston, MaFeb 4, 2021Feb 23, 2021
Michael D KeatingBoston, MaFeb 4, 2021Feb 23, 2021
Michael SyerBoston, MaFeb 4, 2021Feb 3, 2021
Sawyer T RothmannBoston, MaFeb 4, 2021Feb 23, 2021
The rule
Registrations ended
Feb 4, 2021
Registered next
Feb 3, 2021 to Feb 23, 2021
Branch state
MA
Cities
1, most in Boston, Ma
Registered there that day
7 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of B••••• I••••••••• I•••••••• L••Other teams into C••••• P••••••• L••