DFX Intelligence
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Team lift-out
2 advisors left L•• F•••••••• L•• for C••••••••• F•••••••• G••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Gregory Joseph Pennini | Westford, Ma | Nov 24, 2025 | Aug 20, 2015 |
| Scott Edward Thaxton | Stow, Ma | Nov 24, 2025 | Aug 20, 2015 |
The rule
- Registrations ended
- Nov 24, 2025
- Registered next
- Aug 20, 2015
- Branch state
- MA
- Cities
- 2, most in Stow, Ma
- Registered there that day
- 21,555 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape