DFX Intelligence
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Firm absorbed
3 advisors left W••••• M••••••••• G•••• for W••••• E••••••••• A••••••• S•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Adam Michael Mark | Rochester, Ny | Dec 11, 2023 | Nov 16, 2023 |
| Derek Donnarumma | Rochester, Ny | Dec 11, 2023 | Nov 16, 2023 |
| Eric Schmidt | Rochester, Ny | Dec 11, 2023 | Nov 16, 2023 |
The rule
- Registrations ended
- Dec 11, 2023
- Registered next
- Nov 16, 2023
- Branch state
- NY
- Cities
- 1, most in Rochester, Ny
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape