DFX Intelligence

RIA Intelligence

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Firm absorbed

21 advisors left H••••••• F•••••••• S••••••• for S••••• W••••• M•••••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Alexia Souad Yvette TeixeiraWestwood, MaMar 19, 2026Mar 16, 2026
Andreane Martine BolducWoburn, MaMar 19, 2026Mar 16, 2026
Christopher Anthony RutaRockland, MaMar 19, 2026Mar 16, 2026
Edward Richard JastremWestwood, MaMar 19, 2026Mar 16, 2026
Jack Campbell FinchWestwood, MaMar 19, 2026Mar 16, 2026
James Patrick ScallyWoburn, MaMar 19, 2026Mar 16, 2026
Jared Matthew RavechWestwood, MaMar 19, 2026Mar 16, 2026
Jennifer Mulvoy WatsonWestwood, MaMar 19, 2026Mar 16, 2026
Jonathan Robert HardingWoburn, MaMar 19, 2026Mar 16, 2026
Joseph Anthony WatersWoburn, MaMar 19, 2026Mar 16, 2026
Kenzie Marie FerrisWestwood, MaMar 19, 2026Mar 16, 2026
Kevin Russell WebberWestwood, MaMar 19, 2026Mar 16, 2026
Matthew Alan CarronRockland, MaMar 19, 2026Mar 16, 2026
Matthew Theodore SimoniWestwood, MaMar 19, 2026Mar 16, 2026
Michael Robert WaldronWestwood, MaMar 19, 2026Mar 16, 2026
Paul Joseph HigginsWestwood, MaMar 19, 2026Mar 16, 2026
Robert Thomas WeisseWestwood, MaMar 19, 2026Mar 16, 2026
Sammy Amr AzzouzWestwood, MaMar 19, 2026Mar 16, 2026
Timothy David WinnWestwood, MaMar 19, 2026Mar 16, 2026
Timothy Ryan DriscollWestwood, MaMar 19, 2026Mar 16, 2026
William Bushman BainWestwood, MaMar 19, 2026Mar 16, 2026
The rule
Registrations ended
Mar 19, 2026
Registered next
Mar 16, 2026
Branch state
MA
Cities
3, most in Westwood, Ma
Registered there that day
22 (people still on IAPD; an estimate)
Share of that headcount
95%
Succession by the destination
none on the tape
Other teams out of H••••••• F•••••••• S•••••••Other teams into S••••• W••••• M•••••••••