DFX Intelligence

RIA Intelligence

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Firm absorbed

3 advisors left P••• T••• P•••••••• L• for U• S• B••••• C•••••• C•••••••••

asset managertoindependent RIAOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Alina MonisovLincoln, MaSep 18, 2025May 28, 2026
Caleb Christian PowersLincoln, MaSep 18, 2025Jun 9, 2026
John Drew McclellanLincoln, MaSep 18, 2025May 15, 2024
The rule
Registrations ended
Sep 18, 2025
Registered next
May 15, 2024 to Jun 9, 2026
Branch state
MA
Cities
1, most in Lincoln, 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
Other teams out of P••• T••• P•••••••• L•Other teams into U• S• B••••• C•••••• C•••••••••