DFX Intelligence
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Firm absorbed
3 advisors left A••••• F•••••••• A•••••••• L•• for F•••• P••••••• W•••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Frederick Thomas Baird | Wellesley, Ma | Mar 9, 2019 | Jul 9, 2019 |
| Gail Ann Sullivan | Wellesley, Ma | Mar 9, 2019 | Jul 9, 2019 |
| Susan Marion Miller | Wellesley, Ma | Mar 9, 2019 | Jul 9, 2019 |
The rule
- Registrations ended
- Mar 9, 2019
- Registered next
- Jul 9, 2019
- Branch state
- MA
- Cities
- 1, most in Wellesley, Ma
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 75%
- Succession by the destination
- none on the tape