DFX Intelligence

RIA Intelligence

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Firm absorbed

6 advisors left F•••••••• F••••• I••• for F• L• P••••• I••••••••• M••••••••• C••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Daosith Samuel LemayWolfeboro, NhJul 16, 2019Apr 5, 2019
Kristen Ann MaddenWolfeboro, NhJul 16, 2019Apr 5, 2019
Landon Joe FritchWolfeboro, NhJul 16, 2019Apr 5, 2019
Susan Macmichael JohnWolfeboro, NhJul 16, 2019Apr 5, 2019
Thomas George GoodwinWolfeboro, NhJul 16, 2019Apr 5, 2019
Valerie Jean BrownWolfeboro, NhJul 16, 2019Apr 5, 2019
The rule
Registrations ended
Jul 16, 2019
Registered next
Apr 5, 2019
Branch state
NH
Cities
1, most in Wolfeboro, Nh
Registered there that day
6 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of F•••••••• F••••• I•••Other teams into F• L• P••••• I••••••••• M••••••••• C••