DFX Intelligence
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Firm absorbed
3 advisors left K•••• P•••• C•••••• M••••••••• L•• for W••••• E••••••••• A••••••• S•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andres Fernandez-Salvador | Great Neck, Ny | Jun 3, 2022 | Jun 1, 2022 |
| John A Marshall | Great Neck, Ny | Jun 3, 2022 | Jun 1, 2022 |
| Kenneth Lynn | Great Neck, Ny | Jun 3, 2022 | Jun 1, 2022 |
The rule
- Registrations ended
- Jun 3, 2022
- Registered next
- Jun 1, 2022
- Branch state
- NY
- Cities
- 1, most in Great Neck, Ny
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 75%
- Succession by the destination
- none on the tape