DFX Intelligence
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Firm absorbed
5 advisors left B•••••• A•••• M••••••••• L•• for C••••••
asset managertoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Amy Kong | New York, Ny | Dec 6, 2023 | Feb 16, 2023 |
| Christina Ann Bater | New York, Ny | Dec 6, 2023 | Feb 16, 2023 |
| Edwin Wells Beck | New York, Ny | Dec 6, 2023 | Feb 16, 2023 |
| John Gray Youngman | New York, Ny | Dec 6, 2023 | Feb 16, 2023 |
| Mariette Louise Graeme Campbell | New York, Ny | Dec 6, 2023 | Feb 16, 2023 |
The rule
- Registrations ended
- Dec 6, 2023
- Registered next
- Feb 16, 2023
- Branch state
- NY
- Cities
- 1, most in New York, Ny
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- a succession within a year (Oct 20, 2023), not necessarily this firm