DFX Intelligence
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3 advisors left B••••• C•••• C•••••• M••••••••• L•• for W•••••• A•••••••• L••
Firm absorbedjoined W•••••• A•••••••• L••
No date on record · this record
No date on record · this record
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Barry Nathan Paster | West Barnstable, Ma | Dec 9, 2025 | Nov 7, 2025 |
| Lisa Evelyn Bracken | West Barnstable, Ma | Dec 9, 2025 | Nov 7, 2025 |
| Scott Thomas Myers | West Barnstable, Ma | Dec 9, 2025 | Nov 7, 2025 |
The rule
- Registrations ended
- Dec 9, 2025
- Registered next
- Nov 7, 2025
- Branch state
- MA
- Cities
- 1, most in West Barnstable, Ma
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape