DFX Intelligence
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Firm absorbed
4 advisors left A•••• C•••••• M••••••••• C••• for F• L• P••••• I••••••••• M••••••••• C••
mixed wealthtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daniel M. Toole | Amherst, Ny | Dec 6, 2024 | Jul 31, 2024 |
| Gerald Thomas Cole | Amherst, Ny | Dec 6, 2024 | Dec 2, 2024 |
| Lawrence Thomas Mcgowan | Amherst, Ny | Dec 6, 2024 | Jul 26, 2024 |
| Magdalena Jaworska | Amherst, Ny | Dec 6, 2024 | Jul 18, 2024 |
The rule
- Registrations ended
- Dec 6, 2024
- Registered next
- Jul 18, 2024 to Dec 2, 2024
- Branch state
- NY
- Cities
- 1, most in Amherst, Ny
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 80%
- Succession by the destination
- none on the tape