DFX Intelligence

RIA Intelligence

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Firm absorbed

3 advisors left F••••••• I••••••••• M••••••••• L•• for C• A•••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Frederick Marcus WarburgHull, MaFeb 3, 2025Feb 5, 2025
Kristen Jane HollandHull, MaFeb 3, 2025Feb 5, 2025
Thomas Patrick ReillyQuincy, MaFeb 7, 2025Feb 3, 2025
The rule
Registrations ended
Feb 3, 2025 to Feb 7, 2025
Registered next
Feb 3, 2025 to Feb 5, 2025
Branch state
MA
Cities
2, most in Hull, Ma
Registered there that day
3 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of F••••••• I••••••••• M••••••••• L••Other teams into C• A•••••••• L••