DFX Intelligence
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Team lift-out
3 advisors left W•••• I••••••••• A•••••••• L•• for O•••••••
othertoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jeanne Kearns Hagar | Mansfield, Ma | Oct 8, 2025 | Sep 8, 2025 |
| Johnathan Charles Breen | Beverly, Ma | Oct 8, 2025 | Sep 17, 2025 |
| Thomas Michael Burger | Beverly, Ma | Oct 8, 2025 | Sep 17, 2025 |
The rule
- Registrations ended
- Oct 8, 2025
- Registered next
- Sep 8, 2025 to Sep 17, 2025
- Branch state
- MA
- Cities
- 3, most in Mansfield, Ma
- Registered there that day
- 264 (people still on IAPD; an estimate)
- Share of that headcount
- 1.1%
- Succession by the destination
- none on the tape