DFX Intelligence
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Firm absorbed
4 advisors left F•• W••••• M••••••••• L•• for A••••••• F••••••••• L•••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Gavin Michael Morrissey | Needham, Ma | Dec 31, 2025 | Dec 3, 2025 |
| Greg Gohr | Needham, Ma | Dec 31, 2025 | Dec 3, 2025 |
| Meagan H Swanson Rogers | Needham, Ma | Dec 31, 2025 | Dec 3, 2025 |
| Simon John Heslop | Needham, Ma | Dec 31, 2025 | Dec 3, 2025 |
The rule
- Registrations ended
- Dec 31, 2025
- Registered next
- Dec 3, 2025
- Branch state
- MA
- Cities
- 1, most in Needham, 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