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RIA Intelligence

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Firm absorbed

16 advisors left W••••••• E•••• • C••••••• I••• for B• R•••• W••••• A•••••••• I•••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Elaine Janet BeneduciBoston, MaApr 9, 2021Mar 22, 2021
John Francis CoyneBoston, MaApr 9, 2021Mar 24, 2021
Richard Louis BeneduciBoston, MaApr 9, 2021Mar 22, 2021
Alfred Francis MarsicanoBoston, MaApr 13, 2021Apr 7, 2021
Claire E SojaBoston, MaApr 13, 2021May 7, 2021
Danielle Orenstein JacobsonBoston, MaApr 13, 2021Mar 22, 2021
Dolores KongBoston, MaApr 13, 2021Mar 22, 2021
Irina ZubovBoston, MaApr 13, 2021Mar 24, 2021
Jeffrey M DavisBoston, MaApr 13, 2021Mar 24, 2021
Kyle Edward ObrienBoston, MaApr 13, 2021Mar 24, 2021
Robert Malachy CullyBoston, MaApr 13, 2021Mar 24, 2021
Ryan John VorhiesBoston, MaApr 13, 2021Mar 22, 2021
Shawn M DevillierBoston, MaApr 13, 2021Apr 22, 2021
Veronica C VorhiesBoston, MaApr 13, 2021Mar 22, 2021
Vincent Joseph SbanoBoston, MaApr 13, 2021Apr 30, 2021
Warner Whitman WayneBoston, MaApr 13, 2021Mar 24, 2021
The rule
Registrations ended
Apr 9, 2021 to Apr 13, 2021
Registered next
Mar 22, 2021 to May 7, 2021
Branch state
MA
Cities
1, most in Boston, Ma
Registered there that day
21 (people still on IAPD; an estimate)
Share of that headcount
76%
Succession by the destination
none on the tape
Other teams out of W••••••• E•••• • C••••••• I•••Other teams into B• R•••• W••••• A•••••••• I•••