DFX Intelligence
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Firm absorbed
3 advisors left A••••• W••••• M••••••••• C••••••••• for C• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jennifer Mary Adams | Waltham, Ma | Jan 16, 2025 | Jan 2, 2025 |
| Mark Khozozian | Waltham, Ma | Jan 16, 2025 | Jan 2, 2025 |
| William Joseph D'Agostino | Waltham, Ma | Jan 16, 2025 | Jan 2, 2025 |
The rule
- Registrations ended
- Jan 16, 2025
- Registered next
- Jan 2, 2025
- Branch state
- MA
- Cities
- 1, most in Waltham, Ma
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape