DFX Intelligence
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Team lift-out
2 advisors left S•••••••• A••••••• L•• for R•••••••• A•••• M•••••••••
national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Patrick A Mckevitt | Boston, Ma | Nov 6, 2025 | May 1, 2026 |
| Cameron James Owen | Boston, Ma | Nov 12, 2025 | Apr 30, 2026 |
The rule
- Registrations ended
- Nov 6, 2025 to Nov 12, 2025
- Registered next
- Apr 30, 2026 to May 1, 2026
- Branch state
- MA
- Cities
- 1, most in Boston, Ma
- Registered there that day
- 16,044 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape