DFX Intelligence

RIA Intelligence

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Firm absorbed

12 advisors left O•••••• W••••• P••••••• L•• for M••••• G••••• A••••••• I•••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Adelaide Patricia MageeBoston, MaMar 31, 2026Jul 28, 2025
Audrey BakerWaltham, MaMar 31, 2026Aug 1, 2025
Austin Mitchell LitvakWaltham, MaMar 31, 2026Jul 28, 2025
Elisabeth Meltzer ZimmermanCambridge, MaMar 31, 2026Jul 14, 2025
Jill Ann FopianoWaltham, MaMar 31, 2026Jul 16, 2025
Jonathan A SmithWaltham, MaMar 31, 2026Jul 28, 2025
Lauren Elizabeth HigginsWaltham, MaMar 31, 2026Jul 16, 2025
Leah Elizabeth MccormackWaltham, MaMar 31, 2026Jul 28, 2025
Matthew Christopher KelleyWaltham, MaMar 31, 2026Jul 28, 2025
Qing YangWaltham, MaMar 31, 2026Aug 1, 2025
Richard Arthur DaviesWaltham, MaMar 31, 2026Jul 16, 2025
Timothy A. PilczakWaltham, MaMar 31, 2026Jul 16, 2025
The rule
Registrations ended
Mar 31, 2026
Registered next
Jul 14, 2025 to Aug 1, 2025
Branch state
MA
Cities
3, most in Waltham, 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
Other teams out of O•••••• W••••• P••••••• L••Other teams into M••••• G••••• A••••••• I•••