DFX Intelligence
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Team lift-out
2 advisors left A••••• A•••• M••••••••• U•• I••• for P•••• A•••••••• I•••
asset managertoasset managerOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian M Lomedico | Boston, Ma | Apr 25, 2025 | May 5, 2025 |
| Jason Circelli | Boston, Ma | Apr 25, 2025 | Jun 10, 2025 |
The rule
- Registrations ended
- Apr 25, 2025
- Registered next
- May 5, 2025 to Jun 10, 2025
- Branch state
- MA
- Cities
- 1, most in Boston, Ma
- Registered there that day
- 56 (people still on IAPD; an estimate)
- Share of that headcount
- 3.6%
- Succession by the destination
- none on the tape