DFX Intelligence
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Team lift-out
6 advisors left S•••••••• A••••••• L•• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
national BDtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jillian Beksinski | Boston, Ma | Jul 24, 2025 | Aug 27, 2025 |
| Kennen Patrick Riley | Boston, Ma | Aug 6, 2025 | Sep 17, 2025 |
| Plato Wang | Boston, Ma | Aug 14, 2025 | Aug 29, 2025 |
| Sean Rhodes | Boston, Ma | Aug 14, 2025 | Aug 28, 2025 |
| James Dence | Boston, Ma | Aug 27, 2025 | Sep 3, 2025 |
| Gregory Patrick Fallon | Boston, Ma | Sep 1, 2025 | Sep 29, 2025 |
The rule
- Registrations ended
- Jul 24, 2025 to Sep 1, 2025
- Registered next
- Aug 27, 2025 to Sep 29, 2025
- 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