DFX Intelligence
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Firm absorbed
12 advisors left B••••• F•••••••• M••••••••• L•• for C•••••••
independent RIAtoinstitutionalOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian J. Walsh | Boston, Ma | Feb 18, 2025 | Nov 20, 2024 |
| Jeremy Scott Glenn | Boston, Ma | Feb 18, 2025 | Nov 29, 2024 |
| John David Pini | Boston, Ma | Feb 18, 2025 | Dec 10, 2024 |
| Jonathan D Lynch | Boston, Ma | Feb 18, 2025 | Nov 25, 2024 |
| Laurie Lynn Novak | Boston, Ma | Feb 18, 2025 | Dec 24, 2024 |
| Stacy Austin Reinhart | Boston, Ma | Feb 18, 2025 | Nov 25, 2024 |
| Stephen Mccabe | Boston, Ma | Feb 18, 2025 | Dec 10, 2024 |
| Susan Black | Boston, Ma | Feb 18, 2025 | Dec 24, 2024 |
| Susan Gaukler Zimmerman | Boston, Ma | Feb 18, 2025 | Dec 10, 2024 |
| Timothy John Gray | Boston, Ma | Feb 18, 2025 | Nov 21, 2024 |
| Donna Marie Scotti | Boston, Ma | Feb 24, 2025 | Feb 18, 2025 |
| Katie E. Exchange | Boston, Ma | Feb 27, 2025 | Nov 21, 2024 |
The rule
- Registrations ended
- Feb 18, 2025 to Feb 27, 2025
- Registered next
- Nov 20, 2024 to Feb 18, 2025
- Branch state
- MA
- Cities
- 1, most in B•••••, Ma
- Registered there that day
- 21 (people still on IAPD; an estimate)
- Share of that headcount
- 57%
- Succession by the destination
- none on the tape