DFX Intelligence
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Firm absorbed
3 advisors left A•••• R••••••••• A•••••••• L•• for A•••• I••••••••• A•••••••• L••
independent RIAtomixed wealthRIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian Patrick Costello | Rochester, Ny | Jul 1, 2025 | Feb 15, 2022 |
| Mary Katherine O'Brian | Rochester, Ny | Jul 1, 2025 | Feb 15, 2022 |
| Michael John Merriman | Rochester, Ny | Jul 1, 2025 | Feb 11, 2022 |
The rule
- Registrations ended
- Jul 1, 2025
- Registered next
- Feb 11, 2022 to Feb 15, 2022
- Branch state
- NY
- Cities
- 1, most in Rochester, Ny
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape