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 C••••••
national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Allyson Shea Eisenhower | Boston, Ma | Apr 24, 2026 | May 4, 2026 |
| Craig James Isamu Tasa | Boston, Ma | Apr 24, 2026 | Apr 21, 2026 |
| Shawn M. Kennedy | Boston, Ma | Apr 24, 2026 | Apr 24, 2026 |
The rule
- Registrations ended
- Apr 24, 2026
- Registered next
- Apr 21, 2026 to May 4, 2026
- Branch state
- MA
- Cities
- 1, most in Boston, Ma
- Registered there that day
- 16,564 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape