DFX Intelligence

RIA Intelligence

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Firm absorbed

10 advisors left A• W••••• for C••••• P••••••• L••

mixed wealthtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Andrea ZilliNew York, NyAug 15, 2023Jul 5, 2023
Andrew CooperNew York, NyAug 15, 2023Jul 5, 2023
Daniel Scott DonofrioNew York, NyAug 15, 2023Jul 5, 2023
James KaneNew York, NyAug 15, 2023Jul 5, 2023
Jillian Maeve LamNew York, NyAug 15, 2023Jul 5, 2023
Joseph Thomas BurbellaNew York, NyAug 15, 2023Jul 5, 2023
Justyn Gregory VoleskoNew York, NyAug 15, 2023Jul 5, 2023
Nicole Claire FoxNew York, NyAug 15, 2023Jul 5, 2023
Stephen Michael SovieroNew York, NyAug 15, 2023Jul 5, 2023
William Allen RohrNew York, NyAug 15, 2023Jul 5, 2023
The rule
Registrations ended
Aug 15, 2023
Registered next
Jul 5, 2023
Branch state
NY
Cities
1, most in New York, Ny
Registered there that day
12 (people still on IAPD; an estimate)
Share of that headcount
83%
Succession by the destination
none on the tape
Other teams out of A• W•••••Other teams into C••••• P••••••• L••