DFX Intelligence
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Firm absorbed
3 advisors left M•••• A••••••• A••••••••• I••• for M•••• A••••••• A•••••••••
unclassifiedtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kimberly Lynn Volk | New Sharon, Me | Apr 1, 2021 | Jan 4, 2021 |
| Michelle Marie Lamb | New Sharon, Me | Apr 1, 2021 | Jan 4, 2021 |
| Patricia Barnes | Portland, Me | Apr 1, 2021 | Jan 4, 2021 |
The rule
- Registrations ended
- Apr 1, 2021
- Registered next
- Jan 4, 2021
- Branch state
- ME
- Cities
- 3, most in Portland, Me
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape