DFX Intelligence
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Firm absorbed
3 advisors left L••••••••• F•••••••• M••••••••• L•• for W••••••••• T•••• A•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Aaron Pleau Wade | Westerly, Ri | Jul 31, 2025 | Aug 15, 2025 |
| Larry Matthew Henderson | Westerly, Ri | Jul 31, 2025 | Aug 15, 2025 |
| Stephen Charles Poplaski | Westerly, Ri | Jul 31, 2025 | Aug 19, 2025 |
The rule
- Registrations ended
- Jul 31, 2025
- Registered next
- Aug 15, 2025 to Aug 19, 2025
- Branch state
- RI
- Cities
- 1, most in Westerly, Ri
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape