DFX Intelligence
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Firm absorbed
3 advisors left B••••••• F•••••••• S•••••••• I••• for H•••••••• A•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bruce Neil Goodman | Lexington, Ma | Apr 21, 2023 | Apr 25, 2023 |
| Dorothy Inez Bickling | Lexington, Ma | Apr 21, 2023 | Apr 19, 2023 |
| Robin Jeanne Urciouli | South Easton, Ma | Apr 21, 2023 | Apr 5, 2023 |
The rule
- Registrations ended
- Apr 21, 2023
- Registered next
- Apr 5, 2023 to Apr 25, 2023
- Branch state
- MA
- Cities
- 2, most in Lexington, Ma
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 60%
- Succession by the destination
- none on the tape