DFX Intelligence

RIA Intelligence

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Firm absorbed

4 advisors left I•• W••••• M••••••••• I••• for T•• P•••••• F•••••••• G••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Brad Michael IngegneriWest Warwick, RiJun 30, 2021Mar 15, 2021
Mark Damian PiccerelliWest Warwick, RiJun 30, 2021Mar 18, 2021
Ralph R CoppolaWest Warwick, RiJun 30, 2021Mar 16, 2021
Todd SadwinWest Warwick, RiJun 30, 2021Mar 16, 2021
The rule
Registrations ended
Jun 30, 2021
Registered next
Mar 15, 2021 to Mar 18, 2021
Branch state
RI
Cities
1, most in West Warwick, Ri
Registered there that day
4 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of I•• W••••• M••••••••• I•••Other teams into T•• P•••••• F•••••••• G••••• L••