DFX Intelligence

RIA Intelligence

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Firm absorbed

4 advisors left N•• E•••••• C•••••• for S•• G•••••• I••••••••• M•••••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Christopher Booth MilneNorthampton, MaJan 4, 2021Mar 16, 2020
Dennis C MorinNorthampton, MaJan 4, 2021Feb 11, 2020
Joshua David BedellNorthampton, MaJan 4, 2021Feb 11, 2020
Sylvia Mendoza CallanNorthampton, MaJan 4, 2021Feb 11, 2020
The rule
Registrations ended
Jan 4, 2021
Registered next
Feb 11, 2020 to Mar 16, 2020
Branch state
MA
Cities
1, most in Northampton, Ma
Registered there that day
4 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of N•• E•••••• C••••••Other teams into S•• G•••••• I••••••••• M•••••••••