DFX Intelligence
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Firm absorbed
3 advisors left T•• B•••• G•••• for M••••• G•••• I••••••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Michael David Machnowski | Worcester, Ma | Feb 12, 2021 | Feb 15, 2021 |
| Oliver Farrell Cragan | Worcester, Ma | Feb 12, 2021 | Feb 18, 2021 |
| Sarah G Berry | Worcester, Ma | Feb 12, 2021 | Feb 18, 2021 |
The rule
- Registrations ended
- Feb 12, 2021
- Registered next
- Feb 15, 2021 to Feb 18, 2021
- Branch state
- MA
- Cities
- 1, most in Worcester, Ma
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape