DFX Intelligence
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Team lift-out
4 advisors left S•••••••• A••••••• L•• for C•••••• S••••• • C••• I•••
national BDtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Jun 11, 2026 to Jun 26, 2026
- Registered next
- Jun 17, 2026 to Jul 10, 2026
- Branch state
- MA
- Cities
- 1, most in Boston, Ma
- Registered there that day
- 16,704 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape