DFX Intelligence
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Team lift-out
2 advisors left S•••••••• A••••••• L•• for S•••• F••• I••••••••• M••••••••• C••••
national BDtoasset managerOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Ammon Carlson | Boston, Ma | Apr 4, 2025 | Apr 23, 2025 |
| Sam N. Singh | Boston, Ma | Apr 8, 2025 | Aug 27, 2026 |
The rule
- Registrations ended
- Apr 4, 2025 to Apr 8, 2025
- Registered next
- Apr 23, 2025 to Aug 27, 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