DFX Intelligence
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Firm absorbed
10 advisors left C•••••• O•• C•••••• M••••••••• for M••••• G••••• A••••••• I•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alicia Chiamulera | Kennebunk, Me | Aug 26, 2026 | Jun 4, 2026 |
| Emma K Bean | Kennebunk, Me | Aug 26, 2026 | Apr 10, 2026 |
| Jeffrey Scott Troiano | Kennebunk, Me | Aug 26, 2026 | Apr 20, 2026 |
| Jessica Lynn Kreger | Kennebunk, Me | Aug 26, 2026 | Apr 9, 2026 |
| Karen Lee Zaramba | Kennebunk, Me | Aug 26, 2026 | Apr 23, 2026 |
| Katy Morrison Carr | Kennebunk, Me | Aug 26, 2026 | Apr 10, 2026 |
| Lena Wyand | Kennebunk, Me | Aug 26, 2026 | Apr 10, 2026 |
| Samuel Richardson Reid | Kennebunk, Me | Aug 26, 2026 | Apr 15, 2026 |
| Sarah Serling Clapp | Kennebunk, Me | Aug 26, 2026 | Apr 14, 2026 |
| Todd Michael Cesca | Kennebunk, Me | Aug 26, 2026 | Apr 17, 2026 |
The rule
- Registrations ended
- Aug 26, 2026
- Registered next
- Apr 9, 2026 to Jun 4, 2026
- Branch state
- ME
- Cities
- 1, most in Kennebunk, Me
- Registered there that day
- 13 (people still on IAPD; an estimate)
- Share of that headcount
- 77%
- Succession by the destination
- none on the tape