DFX Intelligence

RIA Intelligence

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Firm absorbed

3 advisors left M••••• C•••••• G•••• L•• for M••••• C•••••• G••••

unclassifiedtono RAUMOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Anthony Michael ZanettiPortsmouth, NhJul 2, 2026Jun 4, 2026
Kathryn Elaine ChasePortsmouth, NhJul 2, 2026Jun 4, 2026
Robert Allen KintzPortsmouth, NhJul 2, 2026Jun 4, 2026
The rule
Registrations ended
Jul 2, 2026
Registered next
Jun 4, 2026
Branch state
NH
Cities
1, most in Portsmouth, Nh
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 M••••• C•••••• G•••• L••Other teams into M••••• C•••••• G••••