DFX Intelligence

RIA Intelligence

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Firm absorbed

6 advisors left A•••• P•••••• W••••• M••••••••• L•• for F•••• P••••••• W•••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Barnaby Dexter BullardAlbany, NyJul 1, 2024Jun 3, 2024
Christine Elizabeth SuozziAlbany, NyJul 1, 2024Jun 3, 2024
Edward J MccarthyAlbany, NyJul 1, 2024Jun 3, 2024
John Peter HeslinAlbany, NyJul 1, 2024Jun 3, 2024
Robert Michael PalmerAlbany, NyJul 1, 2024Jun 3, 2024
Toby Arthur PottertonAlbany, NyJul 1, 2024Jun 4, 2024
The rule
Registrations ended
Jul 1, 2024
Registered next
Jun 3, 2024 to Jun 4, 2024
Branch state
NY
Cities
1, most in Albany, Ny
Registered there that day
8 (people still on IAPD; an estimate)
Share of that headcount
75%
Succession by the destination
none on the tape
Other teams out of A•••• P•••••• W••••• M••••••••• L••Other teams into F•••• P••••••• W•••••• L••