DFX Intelligence
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Team lift-out
5 advisors left M•• I•••••••• S•••••••• L•• for P••••••••• • A• E••••••••• C••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alan Craig Bolotin | Boston, Ma | Sep 25, 2025 | Sep 5, 2025 |
| Cameron Mackoul | Worcester, Ma | Sep 25, 2025 | Sep 17, 2025 |
| Christopher Barrett | Boston, Ma | Sep 25, 2025 | Sep 5, 2025 |
| Jennifer Siraco | Leominster, Ma | Sep 25, 2025 | Sep 7, 2025 |
| Micah Bolotin | Charlestown, Ma | Sep 25, 2025 | Sep 5, 2025 |
The rule
- Registrations ended
- Sep 25, 2025
- Registered next
- Sep 5, 2025 to Sep 17, 2025
- Branch state
- MA
- Cities
- 4, most in Boston, Ma
- Registered there that day
- 4,682 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape