DFX Intelligence
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Firm absorbed
12 advisors left C•••••• R••••••••• G•••• for C•••••••
institutionaltoinstitutionalOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Boola Said Sourial | Wellesley, Ma | May 18, 2021 | Mar 11, 2021 |
| Charles Thomas Richmond | Wellesley, Ma | May 18, 2021 | Mar 1, 2021 |
| James Duffy | Wellesley, Ma | May 18, 2021 | Feb 28, 2021 |
| Jared Jamael Hardin | Wellesley, Ma | May 18, 2021 | Jan 1, 2025 |
| Jennifer E Stevens | Wellesley, Ma | May 18, 2021 | Mar 11, 2021 |
| Joey Payne | Wellesley, Ma | May 18, 2021 | Mar 1, 2021 |
| John Francis Buckley | Wellesley, Ma | May 18, 2021 | Feb 26, 2021 |
| John Italiano | Wellesley, Ma | May 18, 2021 | Feb 26, 2021 |
| Mani Dwight Grant | Wellesley, Ma | May 18, 2021 | Feb 26, 2021 |
| Michael Patrick Volo | Wellesley, Ma | May 18, 2021 | Feb 26, 2021 |
| Raymond Francis Mcgrath | Wellesley, Ma | May 18, 2021 | Feb 28, 2021 |
| Rebecca Smith Hedtler | Wellesley, Ma | May 18, 2021 | Feb 22, 2023 |
| Robert Franklin Folkes | Wellesley, Ma | May 18, 2021 | Feb 26, 2021 |
The rule
- Registrations ended
- May 18, 2021
- Registered next
- Feb 26, 2021 to Jan 1, 2025
- Branch state
- MA
- Cities
- 1, most in Wellesley, Ma
- Registered there that day
- 21 (people still on IAPD; an estimate)
- Share of that headcount
- 57%
- Succession by the destination
- none on the tape