DFX Intelligence
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Team lift-out
4 advisors left C•••••••• I••••••••• R••••••• A•••••••• I••• for B••••••••• F•••••••• S••••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Evan Peter Welch | Boxborough, Ma | Dec 31, 2025 | Jul 3, 2024 |
| Luke Perry | Boxborough, Ma | Dec 31, 2025 | Jun 28, 2024 |
| Michael William Mallon | Boxborough, Ma | Dec 31, 2025 | Jul 3, 2024 |
| Mitchell Sanford | Boxborough, Ma | Dec 31, 2025 | Jul 3, 2024 |
The rule
- Registrations ended
- Dec 31, 2025
- Registered next
- Jul 3, 2024
- Branch state
- MA
- Cities
- 1, most in Boxborough, Ma
- Registered there that day
- 3,818 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape