DFX Intelligence
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Team lift-out
4 advisors left S•••••••• A••••••• L•• for C••••• I••••••••• A••••••• L••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Yocasta Y Carozza | Boston, Ma | Jul 15, 2025 | Jul 2, 2025 |
| Benjamin Joseph Carr | Boston, Ma | Jul 16, 2025 | Sep 10, 2025 |
| Michael Richard Diekmann | Boston, Ma | Jul 24, 2025 | Jun 8, 2026 |
| Jose Valle | Boston, Ma | Aug 6, 2025 | Aug 4, 2025 |
| Maddison Ann Delgado | Boston, Ma | Aug 14, 2025 | Sep 8, 2025 |
The rule
- Registrations ended
- Jul 15, 2025 to Aug 14, 2025
- Registered next
- Jul 2, 2025 to Jun 8, 2026
- Branch state
- MA
- Cities
- 1, most in Boston, Ma
- Registered there that day
- 15,588 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape