DFX Intelligence

RIA Intelligence

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Firm absorbed

10 advisors left S••••••• F•••••••• P••••••• A•• M••••••••• L•• for B••••• P••••• A•••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Aimee Plouffe PolleyWaltham, MaOct 28, 2025Nov 4, 2025
Brandon Charles GarneauWaltham, MaOct 28, 2025Oct 29, 2025
Brendan Walter Gybbon SpilsburyWaltham, MaOct 28, 2025Jan 2, 2026
Christopher Carl AndrysiakWaltham, MaOct 28, 2025Nov 4, 2025
Edward Joseph SampWaltham, MaOct 28, 2025Nov 13, 2025
Joshua Sansby TrubowWaltham, MaOct 28, 2025Nov 4, 2025
Laura Elizabeth WilliamsWaltham, MaOct 28, 2025Oct 15, 2025
Marie Elizabeth St. ClareWaltham, MaOct 28, 2025Oct 15, 2025
Marina CekaniWaltham, MaOct 28, 2025Oct 17, 2025
Olivia Martha HarrisonWaltham, MaOct 28, 2025Nov 7, 2025
The rule
Registrations ended
Oct 28, 2025
Registered next
Oct 15, 2025 to Jan 2, 2026
Branch state
MA
Cities
1, most in Waltham, Ma
Registered there that day
13 (people still on IAPD; an estimate)
Share of that headcount
77%
Succession by the destination
none on the tape
Other teams out of S••••••• F•••••••• P••••••• A•• M••••••••• L••Other teams into B••••• P••••• A•••••••• L••