DFX Intelligence
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Team lift-out
20 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 |
|---|---|---|---|
| Ryan C. Carson | Boston, Ma | Mar 20, 2026 | Mar 27, 2026 |
| Richard Cossa | Boston, Ma | Apr 2, 2026 | Apr 17, 2026 |
| Teresa Patrick | Boston, Ma | Apr 2, 2026 | Jun 11, 2026 |
| Benjamin Kurtz | Boston, Ma | Apr 10, 2026 | Apr 29, 2026 |
| Aidan Alexander Turner Kelly | Boston, Ma | Apr 16, 2026 | Apr 27, 2026 |
| Osvaldo Dominguez | Boston, Ma | Apr 16, 2026 | May 5, 2026 |
| Seth Briley | Boston, Ma | Apr 17, 2026 | Jul 2, 2026 |
| Alexandra G Martin | Boston, Ma | Apr 24, 2026 | Apr 29, 2026 |
| Thomas Schwartz | Boston, Ma | Apr 30, 2026 | May 13, 2026 |
| Huini Li | Boston, Ma | May 5, 2026 | Jun 2, 2026 |
| Derrick Demond Gipson | Boston, Ma | May 7, 2026 | May 9, 2026 |
| Emma Sutton Alpaugh | Boston, Ma | May 7, 2026 | Jun 10, 2026 |
| Ghazi Nweiran | Boston, Ma | May 7, 2026 | Jun 15, 2026 |
| Paul J. Zarkowski | Boston, Ma | May 7, 2026 | May 15, 2026 |
| Sara Imburgia | Boston, Ma | May 7, 2026 | May 9, 2026 |
| Savanna Mckenzie | Boston, Ma | May 14, 2026 | May 19, 2026 |
| Brian T Burt | Boston, Ma | May 22, 2026 | Jul 30, 2026 |
| Stefan Johannes Holczer | Boston, Ma | May 22, 2026 | Jun 11, 2026 |
| Brandon Kyler Rowe | Boston, Ma | May 26, 2026 | Jun 11, 2026 |
| Diego Cardoso-Pereira | Boston, Ma | May 26, 2026 | Jun 16, 2026 |
The ruleHow a team is typedA team is two or more advisors whose registrations through one firm ended within fourteen days of each other, from branches in the same state, all registering next through the same other firm.The kind is a printed rule, not a judgment: absorbed when half or more of the firm’s registered people moved or a succession names it, channel change when the two CRDs are one enterprise (same name, same 75%+ owner around the move, or one name the other with a word added), large transfer at fifty or more, lift-out otherwise.
- Registrations ended
- Mar 20, 2026 to May 26, 2026
- Registered next
- Mar 27, 2026 to Jul 30, 2026
- Branch state
- MA
- Cities
- 1, most in Boston, Ma
- Registered there that day
- 16,499 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape