DFX Intelligence
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Firm absorbed
5 advisors left T•••••••• F••••••••• I••• for O•••••••••
independent RIAtoinstitutionalOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Camay Kwong Pascucci | Danvers, Ma | Dec 31, 2023 | Jul 12, 2022 |
| Douglas Tilghman Wilson | Danvers, Ma | Dec 31, 2023 | Jul 12, 2022 |
| Katelynn Julie Kendall | Danvers, Ma | Dec 31, 2023 | Jul 21, 2022 |
| Mark Patrick Sullivan | Danvers, Ma | Dec 31, 2023 | Jul 12, 2022 |
| Sean Patrick Gibbons | Danvers, Ma | Dec 31, 2023 | Jul 12, 2022 |
The rule
- Registrations ended
- Dec 31, 2023
- Registered next
- Jul 12, 2022 to Jul 21, 2022
- Branch state
- MA
- Cities
- 1, most in Danvers, Ma
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape