DFX Intelligence
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Team lift-out
11 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 |
|---|---|---|---|
| David C Gornbein | Boston, Ma | Dec 1, 2025 | Dec 3, 2025 |
| Joshua Javier Diaz | Boston, Ma | Dec 1, 2025 | Dec 5, 2025 |
| James W. Raymond | Boston, Ma | Dec 4, 2025 | Dec 11, 2025 |
| Matthew Layman | Boston, Ma | Dec 4, 2025 | Dec 26, 2025 |
| Michael O'Hara | Boston, Ma | Dec 4, 2025 | Dec 23, 2025 |
| Richard Cotsalas | Boston, Ma | Dec 4, 2025 | Dec 26, 2025 |
| Wendy Wells | Boston, Ma | Dec 4, 2025 | Jan 3, 2026 |
| Ryan Lands | Boston, Ma | Dec 10, 2025 | Dec 25, 2025 |
| Shakaib Tariq | Boston, Ma | Dec 12, 2025 | Jan 2, 2026 |
| Michael Hou | Boston, Ma | Dec 15, 2025 | Jan 15, 2026 |
| Richard Pacheco Mansfield | Boston, Ma | Dec 15, 2025 | Jan 7, 2026 |
| Jordan Mckissick | Boston, Ma | Dec 17, 2025 | Jan 22, 2026 |
| Lisa Ann Sandhaus | Boston, Ma | Dec 19, 2025 | Jan 9, 2026 |
The rule
- Registrations ended
- Dec 1, 2025 to Dec 17, 2025
- Registered next
- Dec 3, 2025 to Jan 22, 2026
- Branch state
- MA
- Cities
- 1, most in Boston, Ma
- Registered there that day
- 16,158 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape