DFX Intelligence
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Firm absorbed
6 advisors left B••••• F•••••••• M••••••••• L•• for C•••••••
independent RIAtoinstitutionalOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brad Michael Weafer | Boston, Ma | Oct 3, 2025 | Jan 27, 2025 |
| Jay Nicholls | Boston, Ma | Oct 3, 2025 | Dec 10, 2024 |
| Louis Pyle Crosier | Boston, Ma | Oct 3, 2025 | Dec 10, 2024 |
| Rylee Marie Felice | Boston, Ma | Oct 3, 2025 | Dec 10, 2024 |
| Timothy James Farina | Boston, Ma | Oct 3, 2025 | Dec 10, 2024 |
| Timothy Michael Robinson | Boston, Ma | Oct 3, 2025 | Dec 10, 2024 |
The rule
- Registrations ended
- Oct 3, 2025
- Registered next
- Dec 10, 2024 to Jan 27, 2025
- Branch state
- MA
- Cities
- 1, most in B•••••, Ma
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape