DFX Intelligence
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Team lift-out
3 advisors left S•••••••• A••••••• L•• for O•••• W•••••• I•••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| William R Long | Boston, Ma | Mar 5, 2026 | Feb 19, 2026 |
| Alexis Tedi Romero Neiman | Boston, Ma | Mar 19, 2026 | Mar 17, 2026 |
| Monica E. Worcester | Boston, Ma | Mar 26, 2026 | Apr 9, 2026 |
The rule
- Registrations ended
- Mar 5, 2026 to Mar 26, 2026
- Registered next
- Feb 19, 2026 to Apr 9, 2026
- Branch state
- MA
- Cities
- 1, most in Boston, Ma
- Registered there that day
- 16,484 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape