DFX Intelligence
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Firm absorbed
3 advisors left G••••• F•••••••• P••••••• for E• W••••• A•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Abigail Turner Morton | Bangor, Me | Jan 22, 2025 | Nov 26, 2024 |
| Elizabeth Alden Williams | Falmouth, Me | Jan 22, 2025 | Nov 26, 2024 |
| Mark Andrew Rich | Falmouth, Me | Jan 22, 2025 | Feb 6, 2025 |
The rule
- Registrations ended
- Jan 22, 2025
- Registered next
- Nov 26, 2024 to Feb 6, 2025
- Branch state
- ME
- Cities
- 2, most in Falmouth, Me
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 75%
- Succession by the destination
- none on the tape