DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left C••••••••• F•••••••• N•••••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••

national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Sarah Beth FullerWaltham, MaAug 13, 2026Aug 3, 2026
Todd Ellsworth HarrisWaltham, MaAug 14, 2026Aug 3, 2026
Connie Lynn GilderhusWaltham, MaAug 17, 2026Aug 3, 2026
Robert Christopher CondermanWaltham, MaAug 17, 2026Aug 3, 2026
Nathaniel Martin LangleyWaltham, MaAug 20, 2026Aug 17, 2026
The rule
Registrations ended
Aug 13, 2026 to Aug 20, 2026
Registered next
Aug 3, 2026 to Aug 17, 2026
Branch state
MA
Cities
1, most in Waltham, Ma
Registered there that day
2,932 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of C••••••••• F•••••••• N••••••Other teams into R•••••• J•••• F•••••••• S••••••• A•••••••• I••