DFX Intelligence
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Team lift-out
2 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 |
|---|---|---|---|
| Jacob Holthouse | Boston, Ma | Oct 31, 2025 | Nov 14, 2025 |
| William Swanner | Boston, Ma | Nov 6, 2025 | Dec 4, 2025 |
The rule
- Registrations ended
- Oct 31, 2025 to Nov 6, 2025
- Registered next
- Nov 14, 2025 to Dec 4, 2025
- Branch state
- MA
- Cities
- 1, most in Boston, Ma
- Registered there that day
- 16,016 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape