DFX Intelligence
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Firm absorbed
3 advisors left A•••• M••••••••• R••••••••• L•• for W••••• E••••••••• A••••••• S•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian Regan | Boston, Ma | Jan 9, 2024 | Jan 9, 2024 |
| Jchristopher Boyd | Hyannis, Ma | Jan 9, 2024 | Jan 9, 2024 |
| Kristen Cavaliere Boyd | Centerville, Ma | Jan 9, 2024 | Jan 9, 2024 |
The rule
- Registrations ended
- Jan 9, 2024
- Registered next
- Jan 9, 2024
- Branch state
- MA
- Cities
- 3, most in Hyannis, Ma
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 75%
- Succession by the destination
- none on the tape