DFX Intelligence
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Team lift-out
3 advisors left S•••••••• A••••••• L•• for M••••• S••••••
national BDtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Elena Muller | Boston, Ma | Apr 7, 2025 | May 2, 2025 |
| Trevor Jay Meads | Boston, Ma | Apr 11, 2025 | Jun 30, 2025 |
| Brian Keith Davis | Boston, Ma | Apr 21, 2025 | Apr 28, 2025 |
The rule
- Registrations ended
- Apr 7, 2025 to Apr 21, 2025
- Registered next
- Apr 28, 2025 to Jun 30, 2025
- Branch state
- MA
- Cities
- 1, most in Boston, Ma
- Registered there that day
- 15,220 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape