DFX Intelligence
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Team lift-out
4 advisors left F••••••••• I••••••••• A••••••• L•• for R••• N•••• C•••••• I••••••••• A•••••••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Mar 4, 2026
- Registered next
- Dec 9, 2025
- Branch state
- MA
- Cities
- 1, most in Braintree, Ma
- Registered there that day
- 289 (people still on IAPD; an estimate)
- Share of that headcount
- 1.4%
- Succession by the destination
- none on the tape