DFX Intelligence

RIA Intelligence

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Firm absorbed

7 advisors left P••••••• P•••••• W•••••• L•• for W••••• E••••••••• A••••••• S•••••••• L••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Alice Mobbs McelhinneyBurlington, MaSep 22, 2022Sep 22, 2022
Brian DudleyBurlington, MaSep 22, 2022Sep 22, 2022
Daniel Jay CottonWoburn, MaSep 22, 2022Sep 22, 2022
Edward F SilbertBurlington, MaSep 22, 2022Sep 22, 2022
Joseph SicilianoBurlington, MaSep 22, 2022Sep 27, 2022
Myles DudleyWoburn, MaSep 22, 2022Jan 5, 2026
Samuel Mcmanus KieferBurlington, MaSep 22, 2022Sep 19, 2022
The rule
Registrations ended
Sep 22, 2022
Registered next
Sep 19, 2022 to Jan 5, 2026
Branch state
MA
Cities
2, most in Burlington, Ma
Registered there that day
8 (people still on IAPD; an estimate)
Share of that headcount
88%
Succession by the destination
none on the tape
Other teams out of P••••••• P•••••• W•••••• L••Other teams into W••••• E••••••••• A••••••• S•••••••• L••