DFX Intelligence
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Team lift-out
2 advisors left S•••••••• A••••••• L•• for P•• W••••• M•••••••••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Zachary Pate | Boston, Ma | Apr 30, 2025 | Apr 30, 2025 |
| Benjamin William Schropp | Boston, Ma | May 8, 2025 | May 21, 2025 |
The rule
- Registrations ended
- Apr 30, 2025 to May 8, 2025
- Registered next
- Apr 30, 2025 to May 21, 2025
- Branch state
- MA
- Cities
- 1, most in Boston, Ma
- Registered there that day
- 15,296 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape