DFX Intelligence
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Firm absorbed
4 advisors left P•• W••••• M••••••••• L•• for E•••••• F•••••••• E••••••
independent RIAtomixed wealthRIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Debra Ann Burns | Quincy, Ma | Dec 11, 2023 | Nov 7, 2023 |
| Elliot Bruce Herman | Quincy, Ma | Dec 11, 2023 | Nov 3, 2023 |
| Nathan Jacob Baldwin | Quincy, Ma | Dec 11, 2023 | Nov 3, 2023 |
| Stephanie Ann Manchon | Quincy, Ma | Dec 11, 2023 | Nov 7, 2023 |
The rule
- Registrations ended
- Dec 11, 2023
- Registered next
- Nov 3, 2023 to Nov 7, 2023
- Branch state
- MA
- Cities
- 1, most in Quincy, Ma
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape