DFX Intelligence

RIA Intelligence

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Firm absorbed

11 advisors left W•••••••• I••••••••• M••••••••• I••• for C•••••• S••••• I••••••••• A•••••••• I••

othertoindependent RIAOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Amos Webster RobinsonBoston, MaMar 30, 2018Feb 23, 2018
Bryan Larry OlsonBoston, MaMar 30, 2018Mar 7, 2018
Christian MenegattiBoston, MaMar 30, 2018Feb 27, 2018
Earnest Eldon HubbardBoston, MaMar 30, 2018Feb 15, 2018
John Vincent Mcmanmon IIIBoston, MaMar 30, 2018Mar 7, 2018
Kelly JohnsonBoston, MaMar 30, 2018Feb 16, 2018
Lawrence Laurent JulesBoston, MaMar 30, 2018Mar 7, 2018
Mark A MahoneyBoston, MaMar 30, 2018Mar 7, 2018
Richard Andrew WursterBoston, MaMar 30, 2018Mar 5, 2018
Tess Montague PapazianBoston, MaMar 30, 2018Feb 27, 2018
Thomas P MillerBoston, MaMar 30, 2018Feb 22, 2018
The rule
Registrations ended
Mar 30, 2018
Registered next
Feb 15, 2018 to Mar 7, 2018
Branch state
MA
Cities
1, most in Boston, Ma
Registered there that day
21 (people still on IAPD; an estimate)
Share of that headcount
52%
Succession by the destination
none on the tape
Other teams out of W•••••••• I••••••••• M••••••••• I•••Other teams into C•••••• S••••• I••••••••• A•••••••• I••