DFX Intelligence
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Team lift-out
6 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 |
|---|---|---|---|
| Oren Yaccobe | Boston, Ma | Jul 17, 2025 | Jul 11, 2025 |
| Bryan Le | Boston, Ma | Jul 31, 2025 | Jul 29, 2025 |
| Christian Micah Miller | Boston, Ma | Aug 6, 2025 | Apr 30, 2026 |
| Blair Stuart | Boston, Ma | Aug 14, 2025 | Oct 16, 2025 |
| Mark Theo Nielsen | Boston, Ma | Aug 15, 2025 | Feb 25, 2026 |
| Joseph J Jasmin | Boston, Ma | Aug 27, 2025 | Sep 18, 2025 |
| Rick Stallen Avelar | Boston, Ma | Aug 28, 2025 | Feb 4, 2026 |
The rule
- Registrations ended
- Jul 17, 2025 to Aug 28, 2025
- Registered next
- Jul 11, 2025 to Apr 30, 2026
- Branch state
- MA
- Cities
- 1, most in Boston, Ma
- Registered there that day
- 15,601 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape