DFX Intelligence
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Firm absorbed
5 advisors left E•••• V•••• W••••••• A••••••• for C••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Robert H. Bortnick | Boston, Ma | Oct 5, 2022 | Oct 4, 2022 |
| David C. Mccabe | Boston, Ma | Oct 11, 2022 | Dec 14, 2023 |
| George W Saltonstall | Boston, Ma | Oct 11, 2022 | Dec 13, 2022 |
| James A Gilloran | Boston, Ma | Oct 11, 2022 | Oct 12, 2022 |
| Jennifer A Eustance | Boston, Ma | Oct 11, 2022 | Oct 12, 2022 |
The rule
- Registrations ended
- Oct 5, 2022 to Oct 11, 2022
- Registered next
- Oct 4, 2022 to Dec 14, 2023
- Branch state
- MA
- Cities
- 1, most in Boston, Ma
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape