DFX Intelligence
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Firm absorbed
3 advisors left M••••• F•••••••• M••••••••• C•••• for M••••• G••••• A••••••• I•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bernard Lawrence Salamone | Rochester, Ny | Mar 25, 2022 | Jan 25, 2022 |
| David Bruce Mirsky | Rochester, Ny | Mar 25, 2022 | Feb 10, 2022 |
| Jacquelyn M Dohse | Rochester, Ny | Mar 25, 2022 | Jan 4, 2022 |
The rule
- Registrations ended
- Mar 25, 2022
- Registered next
- Jan 4, 2022 to Feb 10, 2022
- Branch state
- NY
- Cities
- 1, most in Rochester, Ny
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape