DFX Intelligence
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Firm absorbed
5 advisors left L••• I••••• F•••••••• A•••••••• I••• for S••••• W••••• G••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alan Irwin Tanenblatt | Huntington Station, Ny | Dec 31, 2021 | Nov 19, 2021 |
| Barry Alan Phillips | Medford, Ny | Dec 31, 2021 | Nov 18, 2021 |
| Edward Secker | Forest Hills, Ny | Dec 31, 2021 | Nov 18, 2021 |
| John Andrew Passaro | Medford, Ny | Dec 31, 2021 | Nov 18, 2021 |
| Raymond Vincent Passaro | Medford, Ny | Dec 31, 2021 | Nov 18, 2021 |
The rule
- Registrations ended
- Dec 31, 2021
- Registered next
- Nov 18, 2021 to Nov 19, 2021
- Branch state
- NY
- Cities
- 4, most in Medford, Ny
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 83%
- Succession by the destination
- none on the tape