DFX Intelligence
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Team lift-out
2 advisors left T••••••••• F•••••••• A•••••••• L•• for Y••• I•• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alan Choi | Braintree, Ma | Mar 24, 2026 | Apr 10, 2026 |
| Derrick Choi | Braintree, Ma | Mar 26, 2026 | May 1, 2026 |
The rule
- Registrations ended
- Mar 24, 2026 to Mar 26, 2026
- Registered next
- Apr 10, 2026 to May 1, 2026
- Branch state
- MA
- Cities
- 1, most in Braintree, Ma
- Registered there that day
- 1,050 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape