DFX Intelligence
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Team lift-out
4 advisors left S•••••••• A••••••• L•• for T••••••• I••••••••• M••••••••• I•••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Luis Pena | Boston, Ma | Apr 4, 2025 | Nov 3, 2025 |
| Veronica Batiste | Boston, Ma | Apr 4, 2025 | Jun 25, 2025 |
| Yasmeen S Frazier | Boston, Ma | Apr 4, 2025 | Sep 19, 2025 |
| Matthew Jordan Klippert | Boston, Ma | Apr 9, 2025 | Jul 9, 2025 |
The rule
- Registrations ended
- Apr 4, 2025 to Apr 9, 2025
- Registered next
- Jun 25, 2025 to Nov 3, 2025
- Branch state
- MA
- Cities
- 1, most in Boston, Ma
- Registered there that day
- 15,210 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape