DFX Intelligence
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Team lift-out
2 advisors left O• I••••••••• M••••••••• C• for W••• W••••• G••••• L••
BD affiliatedtostate registeredAffiliated broker-dealer or bank to a state-registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Geoffrey Mishkin | Charlestown, Ma | Aug 20, 2024 | Aug 25, 2024 |
| Jeffrey P Spencer | Charlestown, Ma | Aug 21, 2024 | Aug 16, 2024 |
The rule
- Registrations ended
- Aug 20, 2024 to Aug 21, 2024
- Registered next
- Aug 16, 2024 to Aug 25, 2024
- Branch state
- MA
- Cities
- 1, most in Charlestown, Ma
- Registered there that day
- 193 (people still on IAPD; an estimate)
- Share of that headcount
- 1.0%
- Succession by the destination
- none on the tape