DFX Intelligence

RIA Intelligence

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Firm absorbed

5 advisors left F•••••••• P••••••• S••••••••• L•• for B••••• P••••• A•••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Andrew Francis HolmesAuburndale, MaDec 31, 2025Jan 23, 2026
Dillon Frederick DriscollAuburndale, MaDec 31, 2025Jan 23, 2026
Janet Rhodes FriedmanAuburndale, MaDec 31, 2025Jan 23, 2026
Margaret Ann DolanAuburndale, MaDec 31, 2025Jan 23, 2026
Richard Howard FingermanAuburndale, MaDec 31, 2025Jan 23, 2026
The rule
Registrations ended
Dec 31, 2025
Registered next
Jan 23, 2026
Branch state
MA
Cities
1, most in Auburndale, Ma
Registered there that day
6 (people still on IAPD; an estimate)
Share of that headcount
83%
Succession by the destination
none on the tape
Other teams out of F•••••••• P••••••• S••••••••• L••Other teams into B••••• P••••• A•••••••• L••