DFX Intelligence
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Team lift-out
2 advisors left S••••••• F•••••••• P••••••• A•• M••••••••• L•• for B••••• P••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Frederick Hotchkiss Miller | Waltham, Ma | Mar 6, 2026 | Oct 27, 2025 |
| Richard Donald Fine | Waltham, Ma | Mar 6, 2026 | Oct 2, 2025 |
The rule
- Registrations ended
- Mar 6, 2026
- Registered next
- Oct 2, 2025 to Oct 27, 2025
- Branch state
- MA
- Cities
- 1, most in Waltham, Ma
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape