DFX Intelligence
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Team lift-out
6 advisors left O•••• W•••••• I••• for L•• F•••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joshua James Chase | Portland, Me | Aug 14, 2026 | Aug 12, 2026 |
| Lucas Patrick Philippon | Auburn, Me | Aug 14, 2026 | Aug 13, 2026 |
| Mark William Anthoine | Auburn, Me | Aug 14, 2026 | Aug 12, 2026 |
| Monica E. Worcester | Portland, Me | Aug 14, 2026 | Aug 13, 2026 |
| Paul Richard Buckley | Portland, Me | Aug 14, 2026 | Aug 13, 2026 |
| Stephen John Carew | Auburn, Me | Aug 14, 2026 | Aug 12, 2026 |
The rule
- Registrations ended
- Aug 14, 2026
- Registered next
- Aug 12, 2026 to Aug 13, 2026
- Branch state
- ME
- Cities
- 2, most in Portland, Me
- Registered there that day
- 8,016 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape