DFX Intelligence
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Firm absorbed
4 advisors left A•••••• W••••• M••••••••• I••• for C•••••••
independent RIAtoinstitutionalOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Amy Zelman Resnic | Wellesley Hills, Ma | May 18, 2023 | Apr 19, 2023 |
| Corey S Stein | Wellesley Hills, Ma | May 18, 2023 | Apr 19, 2023 |
| Marisa Elise Muldowney | Wellesley Hills, Ma | May 18, 2023 | Apr 19, 2023 |
| Michael Alan Schreiber | Wellesley Hills, Ma | May 18, 2023 | Mar 21, 2023 |
The rule
- Registrations ended
- May 18, 2023
- Registered next
- Mar 21, 2023 to Apr 19, 2023
- Branch state
- MA
- Cities
- 1, most in Wellesley Hills, 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