DFX Intelligence
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Team lift-out
8 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 |
|---|---|---|---|
| Kent E. Penney | Boston, Ma | Feb 5, 2026 | Feb 19, 2026 |
| Michael Richard Finke | Boston, Ma | Feb 5, 2026 | Mar 2, 2026 |
| Ja Vail Lewis | Boston, Ma | Feb 12, 2026 | Feb 26, 2026 |
| Sarbjit Kaur | Boston, Ma | Feb 19, 2026 | Feb 5, 2026 |
| Craig Crawford | Boston, Ma | Mar 4, 2026 | Feb 24, 2026 |
| Jerome Jones | Boston, Ma | Mar 5, 2026 | Feb 25, 2026 |
| John Kuntz | Boston, Ma | Mar 5, 2026 | Mar 4, 2026 |
| Carlos Guerrero | Boston, Ma | Mar 19, 2026 | Apr 3, 2026 |
The rule
- Registrations ended
- Feb 5, 2026 to Mar 19, 2026
- Registered next
- Feb 5, 2026 to Apr 3, 2026
- Branch state
- MA
- Cities
- 1, most in Boston, Ma
- Registered there that day
- 16,373 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape