DFX Intelligence
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Team lift-out
2 advisors left B•••• P•••• W••••• M••••••••• for T•••••••• C•••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daniel Richard Beaudette | East Providence, Ri | Oct 24, 2025 | Jan 29, 2025 |
| Jonathan Holden Harris | East Providence, Ri | Oct 24, 2025 | Jan 29, 2025 |
The rule
- Registrations ended
- Oct 24, 2025
- Registered next
- Jan 29, 2025
- Branch state
- RI
- Cities
- 1, most in East Providence, Ri
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape