DFX Intelligence
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Team lift-out
2 advisors left F•••• N••••••• A••••••• L•• for V••••• C•••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Philip Gabriel Nehro | Rockland, Ma | Dec 31, 2025 | Jan 23, 2026 |
| Richard Edward Oberuc | Rockland, Ma | Dec 31, 2025 | Jan 8, 2026 |
The rule
- Registrations ended
- Dec 31, 2025
- Registered next
- Jan 8, 2026 to Jan 23, 2026
- Branch state
- MA
- Cities
- 1, most in Rockland, Ma
- Registered there that day
- 8 (people still on IAPD; an estimate)
- Share of that headcount
- 25%
- Succession by the destination
- none on the tape