DFX Intelligence
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Firm absorbed
3 advisors left S•••••••• C••••••••• L•• for C••••••• P•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Anastasia Cirigliana Maston | Addison, Tx | Feb 17, 2020 | Feb 17, 2020 |
| Jason Alan Gower | Addison, Tx | Feb 17, 2020 | Feb 19, 2020 |
| Kolleen Lynn Freudiger | Addison, Tx | Feb 17, 2020 | Feb 25, 2020 |
The rule
- Registrations ended
- Feb 17, 2020
- Registered next
- Feb 17, 2020 to Feb 25, 2020
- Branch state
- TX
- Cities
- 1, most in Addison, Tx
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- a succession within a year (Feb 10, 2020), not necessarily this firm