DFX Intelligence

RIA Intelligence

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Firm absorbed

14 advisors left C••••••• W••••• M••••••••• L•• for C• A•••••••• L••

independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Chris G. DudleyBoston, MaDec 2, 2020Oct 21, 2020
Christine Winters LawlessBoston, MaDec 2, 2020Oct 28, 2020
Christopher John BleuherBoston, MaDec 2, 2020Oct 21, 2020
Clinton Dean LynchBoston, MaDec 2, 2020Oct 21, 2020
David John CostiganBoston, MaDec 2, 2020Nov 9, 2020
Gerald Jay GravesBoston, MaDec 2, 2020Oct 21, 2020
Jennifer Rice GatesBoston, MaDec 2, 2020Nov 4, 2020
John Chrisom BerryBoston, MaDec 2, 2020Oct 21, 2020
Kenneth Richard ZannoniBoston, MaDec 2, 2020Oct 28, 2020
Michael John MurphyBoston, MaDec 2, 2020Oct 21, 2020
Michael William GalvinBoston, MaDec 2, 2020Oct 28, 2020
Robert Edward DriscollBoston, MaDec 2, 2020Oct 21, 2020
Ryan Patrick CarrollBoston, MaDec 2, 2020Oct 21, 2020
Salim P BoutagyBoston, MaDec 2, 2020Oct 21, 2020
Siobhaun Maus JohnsonBoston, MaDec 2, 2020Nov 3, 2020
The rule
Registrations ended
Dec 2, 2020
Registered next
Oct 21, 2020 to Nov 9, 2020
Branch state
MA
Cities
1, most in Boston, Ma
Registered there that day
16 (people still on IAPD; an estimate)
Share of that headcount
88%
Succession by the destination
a succession within a year (Sep 21, 2020), not necessarily this firm
Other teams out of C••••••• W••••• M••••••••• L••Other teams into C• A•••••••• L••