DFX Intelligence

RIA Intelligence

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Team lift-out

3 advisors left S•••••••• A••••••• L•• for S••••• W••••• A•••••••• I•••

national BDtono RAUMOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Phillip BattleBoston, MaApr 4, 2025May 2, 2025
Yusuf Burak YilmazBoston, MaApr 4, 2025Jul 29, 2025
Michael Zachary TaylorBoston, MaApr 7, 2025Aug 6, 2026
The rule
Registrations ended
Apr 4, 2025 to Apr 7, 2025
Registered next
May 2, 2025 to Aug 6, 2026
Branch state
MA
Cities
1, most in Boston, Ma
Registered there that day
15,210 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of S•••••••• A••••••• L••Other teams into S••••• W••••• A•••••••• I•••