DFX Intelligence
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Team lift-out
7 advisors left A••••••••• F•••••••• S•••••••• L•• for I••••••••• W••••• C••••••• L••
national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Marc Aaron Dangora | Quincy, Ma | May 15, 2026 | May 12, 2026 |
| Meghan Cruz | Wilmington, Ma | May 15, 2026 | May 12, 2026 |
| Kevin Patrick Connors | Belmont, Ma | May 19, 2026 | May 7, 2026 |
| Matthew P Antonellis | Natick, Ma | May 19, 2026 | May 7, 2026 |
| Robert J Pearl | Boston, Ma | May 19, 2026 | May 7, 2026 |
| Tia Jay Mcnamara | Hopkinton, Ma | May 19, 2026 | May 7, 2026 |
| Kelly Sarson Hudak | Milton, Ma | May 21, 2026 | May 7, 2026 |
The rule
- Registrations ended
- May 15, 2026 to May 21, 2026
- Registered next
- May 7, 2026 to May 12, 2026
- Branch state
- MA
- Cities
- 7, most in Wilmington, Ma
- Registered there that day
- 12,620 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape