DFX Intelligence
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Team lift-out
19 advisors left S•••••••• A••••••• L•• for J••• M••••• S••••••••• L••
national BDtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Michael Maragay | Boston, Ma | Aug 6, 2025 | Aug 1, 2025 |
| Andrew Roberts | Boston, Ma | Aug 14, 2025 | Sep 17, 2025 |
| Kurt A Meyers | Boston, Ma | Aug 15, 2025 | Aug 14, 2025 |
| Mark F Rosenlof | Boston, Ma | Aug 15, 2025 | Aug 28, 2025 |
| Robert Austin Gage Preston | Boston, Ma | Aug 15, 2025 | Sep 2, 2025 |
| Ryan L. Fink | Boston, Ma | Aug 25, 2025 | Aug 21, 2025 |
| Jesse Estrada | Boston, Ma | Aug 27, 2025 | Sep 4, 2025 |
| James Owen Smith | Boston, Ma | Aug 28, 2025 | Oct 28, 2025 |
| James Pierce Arnold | Boston, Ma | Sep 1, 2025 | Sep 18, 2025 |
| Anaydi Kashuba | Boston, Ma | Sep 11, 2025 | Sep 19, 2025 |
| Chadesh Persaud | Boston, Ma | Sep 11, 2025 | Sep 19, 2025 |
| Nader Joseph Kaliel | Boston, Ma | Sep 16, 2025 | Sep 23, 2025 |
| Riley Jacob Lowe | Boston, Ma | Sep 16, 2025 | Sep 16, 2025 |
| Nicole Amelia Ubillus | Boston, Ma | Sep 22, 2025 | Sep 26, 2025 |
| Benjamin Bjork | Boston, Ma | Oct 2, 2025 | Oct 1, 2025 |
| Erwing Landazabal | Boston, Ma | Oct 2, 2025 | Oct 10, 2025 |
| Andrew Megia | Boston, Ma | Oct 8, 2025 | May 27, 2026 |
| Richard Jordan Wallace | Boston, Ma | Oct 9, 2025 | Oct 6, 2025 |
| David Suarez Urbina | Boston, Ma | Oct 20, 2025 | Nov 3, 2025 |
The rule
- Registrations ended
- Aug 6, 2025 to Oct 20, 2025
- Registered next
- Aug 1, 2025 to May 27, 2026
- Branch state
- MA
- Cities
- 1, most in Boston, Ma
- Registered there that day
- 15,662 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape
A 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.