DFX Intelligence
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Team lift-out
2 advisors left C•••••• C••••••• L•• for R••••• C•••••• A•••••••
independent RIAtostate registeredRIA to a state-registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Helen Gayle Jamieson | Westford, Ma | Apr 6, 2026 | Apr 30, 2026 |
| Kimball Bullard Halsey | Needham, Ma | Apr 6, 2026 | Apr 30, 2026 |
The rule
- Registrations ended
- Apr 6, 2026
- Registered next
- Apr 30, 2026
- Branch state
- MA
- Cities
- 2, most in Concord, Ma
- Registered there that day
- 7 (people still on IAPD; an estimate)
- Share of that headcount
- 29%
- Succession by the destination
- none on the tape