DFX Intelligence
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Team lift-out
2 advisors left S•••••••• A••••••• L•• for F••••• I•••••••••
national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kevin M Wright | Boston, Ma | Apr 11, 2025 | Apr 23, 2025 |
| Jameson Luke Brinks | Boston, Ma | Apr 24, 2025 | Apr 28, 2025 |
The rule
- Registrations ended
- Apr 11, 2025 to Apr 24, 2025
- Registered next
- Apr 23, 2025 to Apr 28, 2025
- Branch state
- MA
- Cities
- 1, most in Boston, Ma
- Registered there that day
- 15,244 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape