DFX Intelligence
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Team lift-out
18 advisors left S•••••••• A••••••• L•• for J••• M••••• S••••••••• L••
national BDtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brady Mims | Boston, Ma | Apr 10, 2025 | Apr 18, 2025 |
| Alex N. Kuthe | Boston, Ma | Apr 15, 2025 | May 8, 2025 |
| Alexander Jean-Mary | Boston, Ma | Apr 15, 2025 | Apr 10, 2025 |
| Kevin Mccarthy | Boston, Ma | Apr 21, 2025 | Jun 5, 2025 |
| David Beliveau | Boston, Ma | Apr 22, 2025 | Oct 17, 2025 |
| Benjamin A. Barry | Boston, Ma | Apr 24, 2025 | Feb 19, 2026 |
| Toben Julian Torres | Boston, Ma | May 6, 2025 | May 6, 2025 |
| Thomas Duebner | Boston, Ma | May 9, 2025 | Jun 5, 2025 |
| Jaron Launer | Boston, Ma | May 20, 2025 | Jun 13, 2025 |
| Zachary Hutzler | Boston, Ma | May 28, 2025 | Jun 5, 2025 |
| Michael Rich Smith | Boston, Ma | Jun 6, 2025 | Jul 10, 2025 |
| Manjil Patel | Boston, Ma | Jun 12, 2025 | Aug 27, 2025 |
| Michael Stephens | Boston, Ma | Jun 12, 2025 | Jul 7, 2026 |
| David Williams | Boston, Ma | Jun 18, 2025 | Jul 1, 2025 |
| Dhanuka Buddhakorala | Boston, Ma | Jun 24, 2025 | Jul 3, 2025 |
| Zachary Perez | Boston, Ma | Jul 2, 2025 | Apr 30, 2026 |
| Kevin R. Alexander | Boston, Ma | Jul 8, 2025 | Aug 7, 2025 |
| Seth James Bailey-Dudley | Boston, Ma | Jul 14, 2025 | Nov 17, 2025 |
The rule
- Registrations ended
- Apr 10, 2025 to Jul 14, 2025
- Registered next
- Apr 10, 2025 to Jul 7, 2026
- Branch state
- MA
- Cities
- 1, most in Boston, Ma
- Registered there that day
- 15,234 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape