DFX Intelligence
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Team lift-out
7 advisors left S•••••••• A••••••• L•• for L•• F•••••••• L••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brandon John Shohdy | Boston, Ma | May 20, 2025 | May 27, 2025 |
| Zonia Lei | Boston, Ma | May 20, 2025 | Jun 18, 2025 |
| Asena Solmaz Landry | Boston, Ma | May 23, 2025 | Jun 16, 2025 |
| Cameron Davis-Kania | Boston, Ma | May 29, 2025 | Jun 27, 2025 |
| Richard Logan Bugg | Boston, Ma | Jun 6, 2025 | Jun 30, 2025 |
| Justin Rasmusson | Boston, Ma | Jun 18, 2025 | Jun 27, 2025 |
| Montel White | Boston, Ma | Jun 24, 2025 | Aug 18, 2025 |
The rule
- Registrations ended
- May 20, 2025 to Jun 24, 2025
- Registered next
- May 27, 2025 to Aug 18, 2025
- Branch state
- MA
- Cities
- 1, most in Boston, Ma
- Registered there that day
- 15,365 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape