DFX Intelligence

RIA Intelligence

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Firm absorbed

4 advisors left S••••••• C•••••• M••••••••• for F• L• P••••• I••••••••• M••••••••• C••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Andrew Mark LitzermanPortsmouth, NhAug 28, 2026Aug 12, 2026
Christian Leigh SullivanPortsmouth, NhAug 28, 2026Jul 13, 2026
Laurie BarrettPortsmouth, NhAug 28, 2026Jul 13, 2026
Monica Ann MccarthyNorth Hampton, NhAug 28, 2026Jul 17, 2026
The rule
Registrations ended
Aug 28, 2026
Registered next
Jul 13, 2026 to Aug 12, 2026
Branch state
NH
Cities
2, most in Portsmouth, Nh
Registered there that day
4 (people still on IAPD; an estimate)
Share of that headcount
100%
Succession by the destination
none on the tape
Other teams out of S••••••• C•••••• M•••••••••Other teams into F• L• P••••• I••••••••• M••••••••• C••