DFX Intelligence
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Firm absorbed
3 advisors left N•••• W••••• M••••••••• L•• for C•••••••• W•••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian S Glick | North Andover, Ma | Aug 31, 2023 | Aug 22, 2023 |
| Julie Christine Colucci | North Andover, Ma | Aug 31, 2023 | Aug 28, 2023 |
The rule
- Registrations ended
- Aug 31, 2023
- Registered next
- Aug 22, 2023 to Aug 28, 2023
- Branch state
- MA
- Cities
- 1, most in North Andover, Ma
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 75%
- Succession by the destination
- none on the tape