DFX Intelligence
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Team lift-out
3 advisors left C••••••••• F•••••••• N•••••• for K••••• W•••••• L••
national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Timothy Minwoo Jun | Cambridge, Ma | Feb 20, 2026 | May 19, 2026 |
| William Scott Dinan | Lenox, Ma | Mar 4, 2026 | Mar 11, 2026 |
The rule
- Registrations ended
- Feb 20, 2026 to Mar 4, 2026
- Registered next
- Mar 11, 2026 to May 19, 2026
- Branch state
- MA
- Cities
- 3, most in Cambridge, Ma
- Registered there that day
- 3,030 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape