DFX Intelligence
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Firm absorbed
11 advisors left W••••••••• A•••••••• I••• for G••••••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brant R Cavagnaro | New York, Ny | Oct 3, 2025 | Oct 2, 2025 |
| Brenna Mary Mcloughlin | New York, Ny | Oct 3, 2025 | Oct 2, 2025 |
| Chloe Margaux Denning | New York, Ny | Oct 3, 2025 | Oct 2, 2025 |
| Eric D Siss | New York, Ny | Oct 3, 2025 | Oct 2, 2025 |
| James Nicholas Perriello | New York, Ny | Oct 3, 2025 | Oct 2, 2025 |
| Joseph Perry Orff | New York, Ny | Oct 3, 2025 | Oct 2, 2025 |
| Katharine Jeanne George | New York, Ny | Oct 3, 2025 | Oct 1, 2025 |
| Matthew Adam Gordon | New York, Ny | Oct 3, 2025 | Oct 1, 2025 |
| Michael Eric Goodman | New York, Ny | Oct 3, 2025 | Oct 1, 2025 |
| Michael Stuart Kimmel | New York, Ny | Oct 3, 2025 | Oct 2, 2025 |
| Timothy Amerman Daly | New York, Ny | Oct 3, 2025 | Oct 2, 2025 |
The rule
- Registrations ended
- Oct 3, 2025
- Registered next
- Oct 1, 2025 to Oct 2, 2025
- Branch state
- NY
- Cities
- 1, most in New York, Ny
- Registered there that day
- 11 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape