DFX Intelligence
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Firm absorbed
11 advisors left C••••••• F•••••••• I•• for S••••• W••••• M•••••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew John Parsons | Middletown, Ri | May 2, 2025 | May 2, 2025 |
| Brendan James Solecki | Middletown, Ri | May 2, 2025 | May 2, 2025 |
| Christine M Winslow | Middletown, Ri | May 2, 2025 | May 2, 2025 |
| Daniel Gerard Corrigan | Middletown, Ri | May 2, 2025 | May 2, 2025 |
| Daniel Thomas Corrigan | Middletown, Ri | May 2, 2025 | May 2, 2025 |
| Giovanna Izzo | Middletown, Ri | May 2, 2025 | May 2, 2025 |
| Jeffrey Thomas Grimes | Middletown, Ri | May 2, 2025 | May 2, 2025 |
| Maxwell A Khalfayan | Middletown, Ri | May 2, 2025 | May 2, 2025 |
| Ralph T Salvatore | Middletown, Ri | May 2, 2025 | May 2, 2025 |
| Sarah Altemus Vanderveer Lui | Middletown, Ri | May 2, 2025 | May 2, 2025 |
| Sean Patrick Maloney | Middletown, Ri | May 2, 2025 | May 2, 2025 |
The rule
- Registrations ended
- May 2, 2025
- Registered next
- May 2, 2025
- Branch state
- RI
- Cities
- 1, most in Middletown, Ri
- Registered there that day
- 12 (people still on IAPD; an estimate)
- Share of that headcount
- 92%
- Succession by the destination
- none on the tape