DFX Intelligence
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Firm absorbed
3 advisors left W•••••••• I••••••••• P•••••••• L•• for B••••• F•••••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jeremy Scott Glenn | Wellesley, Ma | Oct 30, 2020 | Jan 25, 2022 |
| Louis Pyle Crosier | Wellesley, Ma | Oct 30, 2020 | May 5, 2021 |
| Susan Black | Wellesley, Ma | Oct 30, 2020 | May 4, 2022 |
The rule
- Registrations ended
- Oct 30, 2020
- Registered next
- May 5, 2021 to May 4, 2022
- Branch state
- MA
- Cities
- 1, most in W••••••••, Ma
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape