DFX Intelligence
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Firm absorbed
3 advisors left E•••••• C••••••••• L•• for S••••• F••••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alexander Samuel Pasquale | Syracuse, Ny | May 7, 2025 | Mar 6, 2025 |
| Anita Petricola Lombardi | Syracuse, Ny | May 7, 2025 | Mar 6, 2025 |
| Nathaniel Luke Gavitt | Syracuse, Ny | May 7, 2025 | Mar 6, 2025 |
The rule
- Registrations ended
- May 7, 2025
- Registered next
- Mar 6, 2025
- Branch state
- NY
- Cities
- 1, most in Syracuse, Ny
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape