DFX Intelligence

RIA Intelligence

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Firm absorbed

4 advisors left F••••••••• I• T••• for B••••• P••••• A•••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Amanda Anne MageeStoneham, MaAug 5, 2026May 19, 2026
Jeanne Gibson SullivanStoneham, MaAug 5, 2026May 11, 2026
Jennifer Dewey KundrotStoneham, MaAug 5, 2026May 13, 2026
Philip Clayton LeeStoneham, MaAug 5, 2026May 6, 2026
The rule
Registrations ended
Aug 5, 2026
Registered next
May 6, 2026 to May 19, 2026
Branch state
MA
Cities
1, most in Stoneham, Ma
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 F••••••••• I• T•••Other teams into B••••• P••••• A•••••••• L••