DFX Intelligence

RIA Intelligence

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Firm absorbed

4 advisors left A•••••• F•••••••• G••••• L•• for S•••••• F•••••••• G••••• L•••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Alexandria Morgan NadwornyBurlington, MaSep 26, 2023Sep 25, 2023
Bennett John NadwornyBurlington, MaSep 26, 2023Sep 25, 2023
Cynthia Rose HaddadBurlington, MaSep 26, 2023Sep 25, 2023
Dylan Joseph GreeneBurlington, MaSep 26, 2023Sep 25, 2023
The rule
Registrations ended
Sep 26, 2023
Registered next
Sep 25, 2023
Branch state
MA
Cities
1, most in Burlington, 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
Other teams out of A•••••• F•••••••• G••••• L••Other teams into S•••••• F•••••••• G••••• L•••••