DFX Intelligence
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Firm absorbed
3 advisors left C••••••••• L•• for C•••••• W••••• P•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Adam Anthony Waitkevich | Worcester, Ma | Dec 31, 2021 | Oct 25, 2021 |
| Edward Joseph Zywien | Worcester, Ma | Dec 31, 2021 | Oct 19, 2021 |
| Joseph Porter Waitkevich | Worcester, Ma | Dec 31, 2021 | Jan 11, 2022 |
The rule
- Registrations ended
- Dec 31, 2021
- Registered next
- Oct 19, 2021 to Jan 11, 2022
- Branch state
- MA
- Cities
- 1, most in Worcester, 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