DFX Intelligence
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Firm absorbed
4 advisors left E•••••••• W••••• M••••••••• I••• for C•••••••• A•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Donald Jerome Clarke | Providence, Ri | Sep 26, 2023 | Sep 14, 2023 |
| Karin Elizabeth Isherwood Coulter | Providence, Ri | Sep 26, 2023 | Sep 15, 2023 |
| Peter James Corsi | Providence, Ri | Sep 26, 2023 | Sep 19, 2023 |
| J Michael Costello | Providence, Ri | Oct 5, 2023 | Sep 19, 2023 |
The rule
- Registrations ended
- Sep 26, 2023 to Oct 5, 2023
- Registered next
- Sep 14, 2023 to Sep 19, 2023
- Branch state
- RI
- Cities
- 1, most in Providence, Ri
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape