DFX Intelligence
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Large transfer
63 advisors left S•••••••• A••••••• L•• for C•••••• S••••• • C••• I•••
national BDtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Aubrey Billings | Boston, Ma | Apr 4, 2025 | Apr 8, 2025 |
| Brett Evert | Boston, Ma | Apr 4, 2025 | Apr 9, 2025 |
| Cristofer Lopez Vargas | Boston, Ma | Apr 4, 2025 | Dec 18, 2025 |
| Mary Bottella | Boston, Ma | Apr 4, 2025 | Apr 16, 2025 |
| Zhi Yong Stilwell Yang | Boston, Ma | Apr 4, 2025 | Apr 8, 2025 |
| Gino Alejandro Campana | Boston, Ma | Apr 7, 2025 | Apr 10, 2025 |
| Lillian Schnabel | Boston, Ma | Apr 10, 2025 | May 14, 2025 |
| Aj Poisson | Boston, Ma | Apr 15, 2025 | Apr 25, 2025 |
| Alison Marie Bowman | Boston, Ma | Apr 15, 2025 | May 9, 2025 |
| Anny Chien | Boston, Ma | Apr 15, 2025 | Apr 24, 2025 |
| Jeffrey Ferreras | Boston, Ma | Apr 15, 2025 | May 30, 2025 |
| Joseph Oloo Jaoko | Boston, Ma | Apr 15, 2025 | Apr 23, 2025 |
| Danielle Hassan | Boston, Ma | Apr 21, 2025 | May 16, 2025 |
| Roy Schilder | Boston, Ma | Apr 24, 2025 | Apr 26, 2025 |
| Htet Htet Aung | Boston, Ma | May 1, 2025 | May 5, 2025 |
| Tinotenda Nyawata | Boston, Ma | May 1, 2025 | May 15, 2025 |
| Yevgeny Veksler | Boston, Ma | May 1, 2025 | May 22, 2025 |
| Aria Khani | Boston, Ma | May 6, 2025 | Jun 3, 2025 |
| Jonathan Nicholas Shoush | Boston, Ma | May 6, 2025 | May 13, 2025 |
| Taylor Cowgill | Boston, Ma | May 14, 2025 | Jun 2, 2025 |
| Helen Jenniferlyn Mccall | Boston, Ma | May 22, 2025 | May 23, 2025 |
| Danh Cong Tran | Boston, Ma | May 23, 2025 | Jul 17, 2025 |
| Daniel Lane Clark | Boston, Ma | May 30, 2025 | Jun 20, 2025 |
| Brian David Cox | Boston, Ma | Jun 6, 2025 | Jun 11, 2025 |
| Lola C Danza | Boston, Ma | Jun 6, 2025 | Jul 9, 2025 |
| Nolan Michaels | Boston, Ma | Jun 11, 2025 | Jul 26, 2025 |
| Sedrick Mcdonald | Boston, Ma | Jun 20, 2025 | Aug 4, 2025 |
| Brad Simpson | Boston, Ma | Jun 30, 2025 | Jul 10, 2025 |
| Joshua Jonathan Crader | Boston, Ma | Jul 3, 2025 | Jul 15, 2025 |
| Kyle Dagesse | Boston, Ma | Jul 3, 2025 | Aug 6, 2025 |
| Steven Xu | Boston, Ma | Jul 8, 2025 | Jul 15, 2025 |
| Oscar Murillo Cabrera | Boston, Ma | Jul 10, 2025 | Oct 15, 2025 |
| Eric Muriuki | Boston, Ma | Jul 11, 2025 | Aug 15, 2025 |
| Chris Hu | Boston, Ma | Jul 16, 2025 | Aug 6, 2025 |
| Devin Berkowitz | Boston, Ma | Jul 17, 2025 | Aug 13, 2025 |
| Loren Stewart | Boston, Ma | Jul 17, 2025 | Aug 2, 2025 |
| Jordan Camille Reiley | Boston, Ma | Jul 22, 2025 | Aug 14, 2025 |
| Sean A. Campbell | Boston, Ma | Aug 1, 2025 | Aug 9, 2025 |
| David Fakes | Boston, Ma | Aug 6, 2025 | Aug 21, 2025 |
| Ryan Steven Heine | Boston, Ma | Aug 15, 2025 | Sep 23, 2025 |
| Mallik Lewis | Boston, Ma | Aug 25, 2025 | Sep 23, 2025 |
| John K. Takita | Boston, Ma | Aug 28, 2025 | Aug 29, 2025 |
| Evan Byrne | Boston, Ma | Sep 1, 2025 | Sep 4, 2025 |
| Justin Taylor White | Boston, Ma | Sep 5, 2025 | Sep 12, 2025 |
| Matthew Butler | Boston, Ma | Sep 10, 2025 | Sep 13, 2025 |
| Dylan Heisey | Boston, Ma | Sep 11, 2025 | Oct 27, 2025 |
| Rashad Hames | Boston, Ma | Sep 11, 2025 | Feb 11, 2026 |
| David William Kelly | Boston, Ma | Sep 12, 2025 | Nov 13, 2025 |
| Samuel Smith | Boston, Ma | Sep 16, 2025 | Nov 9, 2025 |
| Travis Wynn | Boston, Ma | Sep 16, 2025 | Oct 22, 2025 |
| Alexandra Druskin | Boston, Ma | Sep 22, 2025 | Sep 25, 2025 |
| Michael Stanley | Boston, Ma | Oct 1, 2025 | Dec 16, 2025 |
| Garrett M. Maged | Boston, Ma | Oct 2, 2025 | Oct 24, 2025 |
| Keith R Schneider | Boston, Ma | Oct 3, 2025 | Oct 15, 2025 |
| Jessica N Gagne | Boston, Ma | Oct 9, 2025 | Oct 31, 2025 |
| Brian Celepia | Boston, Ma | Oct 15, 2025 | Oct 30, 2025 |
| Jon Jacob Oling | Boston, Ma | Oct 20, 2025 | Nov 12, 2025 |
| Garrett Miles Klinger | Boston, Ma | Oct 21, 2025 | Nov 12, 2025 |
| Jason Clark | Boston, Ma | Oct 21, 2025 | Oct 27, 2025 |
| Michelle Phradichith | Boston, Ma | Oct 21, 2025 | Nov 11, 2025 |
| Armando H. Bermudez | Boston, Ma | Nov 4, 2025 | Nov 12, 2025 |
| Douglas K. Franc | Boston, Ma | Nov 4, 2025 | Nov 12, 2025 |
| Kenneth Orlonzo Paul Hedrington | Boston, Ma | Nov 4, 2025 | Nov 14, 2025 |
| Matthew Batta | Boston, Ma | Nov 4, 2025 | Dec 12, 2025 |
| Andrew Menefee | Boston, Ma | Nov 7, 2025 | Dec 23, 2025 |
The rule
- Registrations ended
- Apr 4, 2025 to Nov 7, 2025
- Registered next
- Apr 8, 2025 to Feb 11, 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
- 0.4%
- Succession by the destination
- none on the tape