DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Firm absorbed
12 advisors left P••• W••••• L• for C••••• P••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alanna O'Connor Spada | Boston, Ma | Feb 3, 2025 | Jan 27, 2025 |
| Daniel Joseph Coleman | Boston, Ma | Feb 3, 2025 | Jan 17, 2025 |
| David Graham Swallow | Boston, Ma | Feb 3, 2025 | Jan 24, 2025 |
| Jeffrey J St. Mary | Boston, Ma | Feb 3, 2025 | Jan 3, 2025 |
| John Gerard Bratschi | Boston, Ma | Feb 3, 2025 | Jan 3, 2025 |
| Kelly Anne Morgan | Boston, Ma | Feb 3, 2025 | Jan 3, 2025 |
| Kristin Cusimano Bowser | Boston, Ma | Feb 3, 2025 | Jan 17, 2025 |
| Michael Javier Smith-Vaughan | Boston, Ma | Feb 3, 2025 | Jan 3, 2025 |
| Robert Lauren Devinney | Boston, Ma | Feb 3, 2025 | Jan 17, 2025 |
| Stephen Reinhold Petersen | Boston, Ma | Feb 3, 2025 | Jan 17, 2025 |
| Thomas Frederic Woodhouse | Boston, Ma | Feb 3, 2025 | Jan 17, 2025 |
| William James Dion | Boston, Ma | Feb 3, 2025 | Jan 27, 2025 |
The rule
- Registrations ended
- Feb 3, 2025
- Registered next
- Jan 3, 2025 to Jan 27, 2025
- Branch state
- MA
- Cities
- 1, most in Boston, Ma
- Registered there that day
- 12 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape