DFX Intelligence
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Firm absorbed
3 advisors left N••••••••• F•••••••• P•••••••• L•• for R••• A•••••••• L••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Mark Bradford Jones | Rochester, Ny | Oct 15, 2020 | Nov 9, 2022 |
| Stephanie Michel Kelm | Rochester, Ny | Oct 15, 2020 | Nov 8, 2022 |
| Zachary Maxwell Harrington | Rochester, Ny | Oct 15, 2020 | Nov 8, 2022 |
The rule
- Registrations ended
- Oct 15, 2020
- Registered next
- Nov 8, 2022 to Nov 9, 2022
- Branch state
- NY
- Cities
- 1, most in Rochester, Ny
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape