DFX Intelligence
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Firm absorbed
3 advisors left V••••••• • A••••••••• F•••••••• P••••••• I•• for C••••••••• F•••••••• N••••••
independent RIAtonational BDRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bonnie Marie Boyce | Saratoga Springs, Ny | Oct 15, 2025 | Jul 23, 2025 |
| Cory Matthew Larmour | Saratoga Springs, Ny | Oct 15, 2025 | Jul 24, 2025 |
| Jeffrey Charles Vahanian | Saratoga Springs, Ny | Oct 15, 2025 | Jul 24, 2025 |
The rule
- Registrations ended
- Oct 15, 2025
- Registered next
- Jul 23, 2025 to Jul 24, 2025
- Branch state
- NY
- Cities
- 1, most in Saratoga Springs, Ny
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 75%
- Succession by the destination
- none on the tape