DFX Intelligence

RIA Intelligence

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Team lift-out

3 advisors left S•••••••• A••••••• L•• for S••••• W••••• A•••••••• I•••

national BDtono RAUMOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Nolan Richard SandBoston, MaApr 9, 2026May 1, 2026
Teresa SchuelkeBoston, MaApr 13, 2026May 1, 2026
Grant GottdinerBoston, MaApr 21, 2026May 8, 2026
The rule
Registrations ended
Apr 9, 2026 to Apr 21, 2026
Registered next
May 1, 2026 to May 8, 2026
Branch state
MA
Cities
1, most in Boston, Ma
Registered there that day
16,555 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of S•••••••• A••••••• L••Other teams into S••••• W••••• A•••••••• I•••