DFX Intelligence
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Team lift-out
6 advisors left S•••••••• A••••••• L•• for E•••••• A••••••• G••••• L••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Melissa M Christensen | Boston, Ma | Jan 26, 2026 | Jun 22, 2026 |
| Courtney Cain | Boston, Ma | Feb 5, 2026 | Feb 19, 2026 |
| Elizabeth Averette Hall | Boston, Ma | Feb 10, 2026 | Jul 29, 2026 |
| Katheryn P. V. Pine-Holmes | Boston, Ma | Feb 19, 2026 | Mar 2, 2026 |
| Kenneth J. Mason | Boston, Ma | Feb 19, 2026 | Mar 13, 2026 |
| Jared Christensen | Boston, Ma | Feb 24, 2026 | Mar 11, 2026 |
The rule
- Registrations ended
- Jan 26, 2026 to Feb 24, 2026
- Registered next
- Feb 19, 2026 to Jul 29, 2026
- Branch state
- MA
- Cities
- 1, most in Boston, Ma
- Registered there that day
- 16,289 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape