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
4 advisors left F••••• C••••••• L•• for C••••••• P•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew David Vernazza | Southborough, Ma | Jun 21, 2022 | Jun 2, 2022 |
| Eric Ganeles | Southborough, Ma | Jun 21, 2022 | Jul 6, 2022 |
| Matthew K Elsenbeck | Southborough, Ma | Jun 21, 2022 | Jun 2, 2022 |
| Rebekah Ann Pennell | Southborough, Ma | Jun 21, 2022 | Jun 1, 2022 |
The rule
- Registrations ended
- Jun 21, 2022
- Registered next
- Jun 1, 2022 to Jul 6, 2022
- Branch state
- MA
- Cities
- 1, most in Southborough, Ma
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape