DFX 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
6 advisors left H•• C•••••• L•• for C•••••• C••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Carl Robbins | Rochester, Ny | May 9, 2023 | Jun 13, 2023 |
| Isabella Francis Loughlin | Rochester, Ny | May 9, 2023 | Jun 13, 2023 |
| Nicholas Timothy Norvell | Rochester, Ny | May 9, 2023 | May 30, 2023 |
| Rebecca Levengood Westervelt | Rochester, Ny | May 9, 2023 | May 9, 2023 |
| Stephen John Fassel | Rochester, Ny | May 9, 2023 | Jun 13, 2023 |
| Thomas Blick Reading | Rochester, Ny | May 9, 2023 | Jun 13, 2023 |
The rule
- Registrations ended
- May 9, 2023
- Registered next
- May 9, 2023 to Jun 13, 2023
- Branch state
- NY
- Cities
- 1, most in Rochester, Ny
- Registered there that day
- 9 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- Succession by the destination
- none on the tape