DFX Intelligence

RIA Intelligence

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Firm absorbed

8 advisors left D••••••• A••••••• L•• for C••••• P••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Alexander Jonathan GrossBoston, MaJan 6, 2022Feb 8, 2022
Barbara Carroll AttardoBoston, MaJan 6, 2022Feb 8, 2022
Evan Phillips KaplanBoston, MaJan 6, 2022Feb 8, 2022
Janie Marie MonroeBoston, MaJan 6, 2022Feb 8, 2022
Lauren N. DesforgeBoston, MaJan 6, 2022Feb 8, 2022
Mary ShahianBoston, MaJan 6, 2022Feb 8, 2022
Stephen Preston OliverBoston, MaJan 6, 2022Feb 8, 2022
William G. SpecialeBoston, MaJan 6, 2022Feb 8, 2022
The rule
Registrations ended
Jan 6, 2022
Registered next
Feb 8, 2022
Branch state
MA
Cities
1, most in Boston, Ma
Registered there that day
11 (people still on IAPD; an estimate)
Share of that headcount
73%
Succession by the destination
none on the tape
Other teams out of D••••••• A••••••• L••Other teams into C••••• P••••••• L••