DFX Intelligence

RIA Intelligence

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Firm absorbed

10 advisors left M• G••••••• I••••••••• S•••••••• I••• for R••••• W• B•••• • C•• I•••••••••

independent RIAtomixed wealthRIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Honorine Marie Gerard WallackNew Hartford, NyDec 12, 2018Dec 7, 2018
Jason J TopiNew Hartford, NyDec 12, 2018Dec 7, 2018
Jon Matthew EarlNew Hartford, NyDec 12, 2018Dec 7, 2018
Matthew David SaveryNew Hartford, NyDec 12, 2018Dec 11, 2018
Matthew James SheridanNew Hartford, NyDec 12, 2018Dec 7, 2018
Melissa Anne MotylNew Hartford, NyDec 12, 2018Dec 7, 2018
Michele Angela SheridanNew Hartford, NyDec 12, 2018Dec 7, 2018
Scott Alan GeorgeNew Hartford, NyDec 12, 2018Dec 7, 2018
Theresa Marie FlemmaNew Hartford, NyDec 12, 2018Dec 7, 2018
Zachary D MaxwellNew Hartford, NyDec 12, 2018Dec 7, 2018
The rule
Registrations ended
Dec 12, 2018
Registered next
Dec 7, 2018 to Dec 11, 2018
Branch state
NY
Cities
1, most in New Hartford, Ny
Registered there that day
10 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of M• G••••••• I••••••••• S•••••••• I•••Other teams into R••••• W• B•••• • C•• I•••••••••