DFX Intelligence
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Firm absorbed
3 advisors left W•••••• W••••• M••••••••• L•• for B• R•••• W••••• A•••••••• I•••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Mark E Ingram | Boston, Ma | Jul 22, 2021 | Mar 24, 2021 |
| Douglas Edward White | Boston, Ma | Jul 23, 2021 | Apr 7, 2021 |
| Leonid Berline | Boston, Ma | Jul 23, 2021 | Jun 23, 2021 |
The rule
- Registrations ended
- Jul 22, 2021 to Jul 23, 2021
- Registered next
- Mar 24, 2021 to Jun 23, 2021
- Branch state
- MA
- Cities
- 1, most in Boston, 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