DFX Intelligence
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Firm absorbed
8 advisors left H••• P••••• for C••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| John Severin Beliveau | Portland, Me | Aug 20, 2026 | Aug 14, 2026 |
| Timothy P Griffin | Portland, Me | Aug 20, 2026 | Aug 26, 2026 |
| Daniel Michael Lay | Portland, Me | Aug 21, 2026 | Aug 13, 2026 |
| James Olver Flower | Portland, Me | Aug 21, 2026 | Aug 17, 2026 |
| Margaret C Reinfried | Portland, Me | Aug 21, 2026 | Aug 18, 2026 |
| David Reed Hines | Portland, Me | Aug 26, 2026 | Aug 21, 2026 |
| Peter Eliot Robbins | Portland, Me | Aug 26, 2026 | Aug 27, 2026 |
| Thomas Madigan Pierce | Portland, Me | Aug 26, 2026 | Aug 20, 2026 |
The rule
- Registrations ended
- Aug 20, 2026 to Aug 26, 2026
- Registered next
- Aug 13, 2026 to Aug 27, 2026
- Branch state
- ME
- Cities
- 1, most in Portland, Me
- Registered there that day
- 9 (people still on IAPD; an estimate)
- Share of that headcount
- 89%
- Succession by the destination
- none on the tape