DFX Intelligence
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Team lift-out
3 advisors left S•••••••• A••••••• L•• for E•••••• A••••••• G••••• L••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Richard H Turner | Boston, Ma | Jul 31, 2025 | Aug 14, 2025 |
| Paul Daniel Andrew Merck | Boston, Ma | Aug 14, 2025 | Sep 11, 2026 |
| Kim Richfield | Boston, Ma | Aug 25, 2025 | Sep 22, 2025 |
The rule
- Registrations ended
- Jul 31, 2025 to Aug 25, 2025
- Registered next
- Aug 14, 2025 to Sep 11, 2026
- Branch state
- MA
- Cities
- 1, most in Boston, Ma
- Registered there that day
- 15,652 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape