DFX Intelligence
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Team lift-out
3 advisors left C••••••••• F•••••••• N•••••• for T•• A•••••••• G••••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daniel Romaine | Plymouth, Ma | Nov 17, 2025 | Dec 1, 2025 |
| Michael John Powers | Plymouth, Ma | Nov 17, 2025 | Nov 20, 2025 |
| Sara Danielle Kappos | Carver, Ma | Nov 17, 2025 | Nov 20, 2025 |
The rule
- Registrations ended
- Nov 17, 2025
- Registered next
- Nov 20, 2025 to Dec 1, 2025
- Branch state
- MA
- Cities
- 2, most in Plymouth, Ma
- Registered there that day
- 3,151 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape