DFX Intelligence
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Team lift-out
3 advisors left C••••••••• F•••••••• N•••••• for K••••• A••••••• S•••••••• L••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Vincent Mark Jiovenetta | Waltham, Ma | Jan 6, 2026 | Jan 8, 2026 |
| James Douglas Freeman | Waltham, Ma | Jan 20, 2026 | Jan 26, 2026 |
| James Christopher Lynch | Waltham, Ma | Jan 27, 2026 | Jan 27, 2026 |
The rule
- Registrations ended
- Jan 6, 2026 to Jan 27, 2026
- Registered next
- Jan 8, 2026 to Jan 27, 2026
- Branch state
- MA
- Cities
- 1, most in Waltham, Ma
- Registered there that day
- 3,082 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape