DFX Intelligence
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Team lift-out
2 advisors left S•••••••• A••••••• L•• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
national BDtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Steven Campbell | Boston, Ma | Apr 8, 2025 | Jun 12, 2025 |
| Omar Metwaly | Boston, Ma | Apr 10, 2025 | Jul 24, 2025 |
The rule
- Registrations ended
- Apr 8, 2025 to Apr 10, 2025
- Registered next
- Jun 12, 2025 to Jul 24, 2025
- Branch state
- MA
- Cities
- 1, most in Boston, Ma
- Registered there that day
- 15,219 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape