DFX Intelligence

RIA Intelligence

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Firm absorbed

5 advisors left O•• C•••••• P•••••• W••••• for C•••••• B••••• A•••••••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Adam Michael SousaHingham, MaAug 28, 2026Aug 11, 2026
Erik Randall WallinHingham, MaAug 28, 2026Jul 20, 2026
Jack Wilson MccartyHingham, MaAug 28, 2026Aug 11, 2026
Oscar Cole BuntingHingham, MaAug 28, 2026Aug 11, 2026
Veronica Anne WalshHingham, MaAug 28, 2026Aug 11, 2026
The rule
Registrations ended
Aug 28, 2026
Registered next
Jul 20, 2026 to Aug 11, 2026
Branch state
MA
Cities
1, most in Hingham, 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 O•• C•••••• P•••••• W•••••Other teams into C•••••• B••••• A•••••••