DFX Intelligence
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Firm absorbed
4 advisors left M•• A•••• M••••••••• L•• for B•••• T•••• W••••• M••••••••• L••
independent RIAtomixed wealthRIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Michael Dubrava | Tewksbury, Ma | Dec 10, 2021 | Jan 3, 2022 |
| Jeremy M Robert | Tewksbury, Ma | Dec 10, 2021 | Jan 3, 2022 |
| Melissa Santas Peterson | Tewksbury, Ma | Dec 10, 2021 | Dec 10, 2021 |
| Timothy Edward Hole | Tewksbury, Ma | Dec 10, 2021 | Jan 3, 2022 |
The rule
- Registrations ended
- Dec 10, 2021
- Registered next
- Dec 10, 2021 to Jan 3, 2022
- Branch state
- MA
- Cities
- 1, most in Tewksbury, Ma
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape