DFX Intelligence

RIA Intelligence

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Firm absorbed

18 advisors left L••• S••••• A••••••• for S•• C•••••• M••••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Carolyn Avis FligorPortsmouth, NhMar 11, 2025Mar 3, 2025
Carolyn Bunting Ryan DeckerPortsmouth, NhMar 11, 2025Mar 4, 2025
Cody R MccallumPortsmouth, NhMar 11, 2025Mar 3, 2025
Debra Anne StokesPortsmouth, NhMar 11, 2025Mar 3, 2025
Gabrielle Antonia ZarrellaPortsmouth, NhMar 11, 2025Mar 3, 2025
Jaclyn Virginia HirlPortsmouth, NhMar 11, 2025Mar 3, 2025
Jennifer Anne HughesPortsmouth, NhMar 11, 2025Mar 3, 2025
Kieran James LynchPortsmouth, NhMar 11, 2025Mar 3, 2025
Matthew Robert KregerPortsmouth, NhMar 11, 2025Mar 3, 2025
Melissa OlszakPortsmouth, NhMar 11, 2025Mar 3, 2025
Michael Richard LeclercPortsmouth, NhMar 11, 2025Mar 3, 2025
Nicole Renee BousquetPortsmouth, NhMar 11, 2025Mar 3, 2025
Ryan Patrick NolanPortsmouth, NhMar 11, 2025Mar 3, 2025
Travis Jason BroadhurstPortsmouth, NhMar 11, 2025Mar 3, 2025
William Alan GeorgePortsmouth, NhMar 11, 2025Mar 3, 2025
Zachary PeacockPortsmouth, NhMar 11, 2025Mar 3, 2025
Kameron Robert GilchrestPortsmouth, NhMar 14, 2025Mar 5, 2025
Norman Eugene WebbPortsmouth, NhMar 19, 2025Mar 3, 2025
The rule
Registrations ended
Mar 11, 2025 to Mar 19, 2025
Registered next
Mar 3, 2025 to Mar 5, 2025
Branch state
NH
Cities
1, most in Portsmouth, Nh
Registered there that day
18 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of L••• S••••• A•••••••Other teams into S•• C•••••• M••••••••• L••