DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
3 advisors left S•••••••• A••••••• L•• for A••••• A•• P••••••• S•••••••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Taylor Ryan Welch | Boston, Ma | Jul 29, 2026 | Aug 21, 2026 |
| Collin Henderson Dufrane | Boston, Ma | Aug 11, 2026 | Sep 3, 2026 |
| Matthew Frederick Banez | Boston, Ma | Aug 20, 2026 | Sep 17, 2026 |
The rule
- Registrations ended
- Jul 29, 2026 to Aug 20, 2026
- Registered next
- Aug 21, 2026 to Sep 17, 2026
- Branch state
- MA
- Cities
- 1, most in Boston, Ma
- Registered there that day
- 16,797 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape