DFX Intelligence
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Team lift-out
3 advisors left W•••• F•••• A••••••• for L•• F•••••••• L••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Arthur King Francis | Pittsfield, Ma | Jan 14, 2026 | Jan 9, 2026 |
| Kelly Michelle Baker | Pittsfield, Ma | Jan 14, 2026 | Jan 13, 2026 |
| Shaun William Heimann | Pittsfield, Ma | Jan 14, 2026 | Jan 9, 2026 |
The rule
- Registrations ended
- Jan 14, 2026
- Registered next
- Jan 9, 2026 to Jan 13, 2026
- Branch state
- MA
- Cities
- 1, most in Pittsfield, Ma
- Registered there that day
- 3,485 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape