DFX Intelligence
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Team lift-out
2 advisors left N••• for C•••• A••••••• I•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Braden Farley Osten | Winchester, Ma | Mar 20, 2026 | Jan 7, 2026 |
| Jordan Meurrier Pedron | Winchester, Ma | Mar 20, 2026 | Jan 2, 2026 |
The rule
- Registrations ended
- Mar 20, 2026
- Registered next
- Jan 2, 2026 to Jan 7, 2026
- Branch state
- MA
- Cities
- 1, most in Winchester, Ma
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape