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 |
|---|---|---|---|
| Ethan Shook | Boston, Ma | Aug 6, 2025 | Aug 20, 2025 |
| Melissa Ramsaran | Boston, Ma | Aug 6, 2025 | Aug 14, 2025 |
| Amy Virginia Holcombe | Boston, Ma | Aug 15, 2025 | Sep 16, 2025 |
The rule
- Registrations ended
- Aug 6, 2025 to Aug 15, 2025
- Registered next
- Aug 14, 2025 to Sep 16, 2025
- Branch state
- MA
- Cities
- 1, most in Boston, Ma
- Registered there that day
- 15,662 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape