DFX Intelligence
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Team lift-out
3 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 |
|---|---|---|---|
| Angelo Q Gordon | Boston, Ma | Dec 1, 2025 | Mar 13, 2026 |
| Stephen Ortiz | Boston, Ma | Dec 1, 2025 | Nov 13, 2025 |
| Kristine Walker | Boston, Ma | Dec 10, 2025 | Feb 12, 2026 |
The rule
- Registrations ended
- Dec 1, 2025 to Dec 10, 2025
- Registered next
- Nov 13, 2025 to Mar 13, 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
- 0.0%
- Succession by the destination
- none on the tape