DFX Intelligence
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Team lift-out
5 advisors left S•••••••• A••••••• L•• for V••••••• A•••••••• I•••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Michael Benevento | Boston, Ma | Jun 12, 2025 | Jun 27, 2025 |
| Dana Elizabeth Kulp | Boston, Ma | Jun 18, 2025 | Aug 12, 2025 |
| Brian Joseph Patrick | Boston, Ma | Jun 25, 2025 | Nov 14, 2025 |
| Jacob John Hoeting | Boston, Ma | Jul 3, 2025 | Aug 28, 2025 |
| Andre Lafleur | Boston, Ma | Jul 16, 2025 | Aug 28, 2025 |
The rule
- Registrations ended
- Jun 12, 2025 to Jul 16, 2025
- Registered next
- Jun 27, 2025 to Nov 14, 2025
- Branch state
- MA
- Cities
- 1, most in Boston, Ma
- Registered there that day
- 15,481 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape