DFX Intelligence
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Team lift-out
3 advisors left C•••••• O•• C•••••• M••••••••• for M••••• G••••• A••••••• I•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James Allen Bossieux | Portsmouth, Nh | Aug 26, 2026 | Apr 9, 2026 |
| John Wilson | Portsmouth, Nh | Aug 26, 2026 | Apr 10, 2026 |
| Renee Elizabeth Hickey | Portsmouth, Nh | Aug 26, 2026 | Aug 10, 2026 |
The rule
- Registrations ended
- Aug 26, 2026
- Registered next
- Apr 9, 2026 to Aug 10, 2026
- Branch state
- NH
- Cities
- 1, most in Portsmouth, Nh
- Registered there that day
- 13 (people still on IAPD; an estimate)
- Share of that headcount
- 23%
- Succession by the destination
- none on the tape