DFX Intelligence

RIA Intelligence

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Firm absorbed

5 advisors left H••••••••• A••••••• for W••••••••• P•••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Harry Marc KrigmanPortland, MeDec 26, 2021Dec 3, 2021
Norman Henry LevesquePortland, MeDec 26, 2021Dec 3, 2021
Philip John CawleyPortland, MeDec 26, 2021Dec 3, 2021
Sean Alan HusseyPortland, MeDec 26, 2021Dec 3, 2021
William Robert ToddPortland, MeDec 26, 2021Dec 3, 2021
The rule
Registrations ended
Dec 26, 2021
Registered next
Dec 3, 2021
Branch state
ME
Cities
1, most in Portland, Me
Registered there that day
5 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of H••••••••• A•••••••Other teams into W••••••••• P•••••••• L••