DFX Intelligence
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Team lift-out
2 advisors left V•••• F•••••••• A•••••••• I••• for L•••••• I•••••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jacob Levi Howley | Mount Laurel, Nj | Aug 13, 2026 | Aug 3, 2026 |
| Scott Mitchell Boyd | Mount Laurel, Nj | Aug 13, 2026 | Aug 3, 2026 |
The rule
- Registrations ended
- Aug 13, 2026
- Registered next
- Aug 3, 2026
- Branch state
- NJ
- Cities
- 1, most in Mount Laurel, Nj
- Registered there that day
- 1,249 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape