DFX Intelligence

RIA Intelligence

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Firm absorbed

4 advisors left C••••• L••••• F••••••••• L•• for F•••• P••••••• W•••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
David Trainor TremblayBoston, MaMar 8, 2023Feb 7, 2023
Lauren Mccollister LedgerBoston, MaMar 8, 2023Feb 7, 2023
Mark Charles LapmanBoston, MaMar 8, 2023Feb 7, 2023
Miriam Flicop CooperBoston, MaMar 8, 2023Feb 7, 2023
The rule
Registrations ended
Mar 8, 2023
Registered next
Feb 7, 2023
Branch state
MA
Cities
1, most in Boston, Ma
Registered there that day
4 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of C••••• L••••• F••••••••• L••Other teams into F•••• P••••••• W•••••• L••