DFX Intelligence
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Team lift-out
7 advisors left S•••••••• A••••••• L•• for W•••• F•••• A•••••••
national BDtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alex Samuel Michaelis | Boston, Ma | Apr 4, 2025 | Mar 30, 2026 |
| Joseph Nguyen | Boston, Ma | Apr 7, 2025 | Apr 23, 2025 |
| Richard E Prince | Boston, Ma | Apr 16, 2025 | Apr 14, 2025 |
| Sanjukta Chaudhuri | Boston, Ma | Apr 22, 2025 | Apr 21, 2025 |
| K Vanessa Keith | Boston, Ma | Apr 30, 2025 | Apr 14, 2025 |
| Colten Michael Franco | Boston, Ma | May 1, 2025 | Apr 15, 2025 |
| Sophie Gabor | Boston, Ma | May 9, 2025 | May 7, 2025 |
The rule
- Registrations ended
- Apr 4, 2025 to May 9, 2025
- Registered next
- Apr 14, 2025 to Mar 30, 2026
- 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