DFX Intelligence
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Team lift-out
3 advisors left S•••••••• A••••••• L•• for C•••••••• I••••••••• R••••••• A•••••••• I•••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Richard J. Lullo | Boston, Ma | Sep 24, 2025 | Sep 17, 2025 |
| Christopher Scott Czanstke | Boston, Ma | Oct 7, 2025 | Aug 31, 2026 |
| Spencer Michael Carlson | Boston, Ma | Oct 9, 2025 | Oct 14, 2025 |
The rule
- Registrations ended
- Sep 24, 2025 to Oct 9, 2025
- Registered next
- Sep 17, 2025 to Aug 31, 2026
- Branch state
- MA
- Cities
- 1, most in Boston, Ma
- Registered there that day
- 15,835 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape