DFX Intelligence
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Team lift-out
13 advisors left S•••••••• A••••••• L•• for V••• F•••••••• A•••••••• I•••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joshua Batista | Boston, Ma | Feb 11, 2026 | Mar 3, 2026 |
| Izabella Kacprzyk | Boston, Ma | Feb 20, 2026 | Mar 2, 2026 |
| Justin Demartin | Boston, Ma | Feb 24, 2026 | Mar 4, 2026 |
| Nathan James Swift | Boston, Ma | Feb 24, 2026 | Mar 3, 2026 |
| Jose Estrada | Boston, Ma | Mar 5, 2026 | Mar 2, 2026 |
| Dylan Jeffrey Cantara | Boston, Ma | Mar 19, 2026 | Apr 16, 2026 |
| Chloe Warren | Boston, Ma | Mar 25, 2026 | Apr 22, 2026 |
| Daniel John Desmarais | Boston, Ma | Apr 2, 2026 | Apr 17, 2026 |
| Gavin Symington | Boston, Ma | Apr 2, 2026 | Apr 27, 2026 |
| Lauren Katherine Dowling | Boston, Ma | Apr 2, 2026 | Apr 17, 2026 |
| Salvatore Demalia | Plainville, Ma | Apr 2, 2026 | Apr 17, 2026 |
| Shreyans Patel | Boston, Ma | Apr 2, 2026 | Jun 16, 2026 |
| William Steele | Boston, Ma | Apr 14, 2026 | Apr 20, 2026 |
| Ethan W. Howe | Shrewsbury, Ma | Apr 24, 2026 | Apr 17, 2026 |
The rule
- Registrations ended
- Feb 11, 2026 to Apr 24, 2026
- Registered next
- Mar 2, 2026 to Jun 16, 2026
- Branch state
- MA
- Cities
- 3, most in Boston, Ma
- Registered there that day
- 16,388 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape