DFX Intelligence
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Team lift-out
6 advisors left S•••••••• A••••••• L•• for C•••••••• G••••• M•••••• I•••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Duane Hall | Boston, Ma | Jul 24, 2025 | Aug 13, 2025 |
| Frederick Joseph Johnston | Boston, Ma | Aug 6, 2025 | Feb 24, 2026 |
| Susan Delmer Smith | Boston, Ma | Aug 13, 2025 | Dec 8, 2025 |
| John J. Jutt | Boston, Ma | Aug 14, 2025 | Aug 12, 2025 |
| Jennifer Mcmillan | Boston, Ma | Aug 15, 2025 | Sep 8, 2025 |
| Dillon Kepler | Boston, Ma | Aug 25, 2025 | Sep 15, 2025 |
The rule
- Registrations ended
- Jul 24, 2025 to Aug 25, 2025
- Registered next
- Aug 12, 2025 to Feb 24, 2026
- Branch state
- MA
- Cities
- 1, most in Boston, Ma
- Registered there that day
- 15,626 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape