DFX Intelligence
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Team lift-out
2 advisors left C••••••• M••••••••• I••••••••• A•••••••• L•• for V••• I••••••••• M••••••••• C•• L••
asset managertoasset managerOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Scott James Brady | Boston, Ma | Apr 14, 2025 | Oct 14, 2025 |
| Jack Oshea | Boston, Ma | Apr 25, 2025 | Mar 10, 2026 |
The rule
- Registrations ended
- Apr 14, 2025 to Apr 25, 2025
- Registered next
- Oct 14, 2025 to Mar 10, 2026
- Branch state
- MA
- Cities
- 1, most in Boston, Ma
- Registered there that day
- 175 (people still on IAPD; an estimate)
- Share of that headcount
- 1.1%
- Succession by the destination
- none on the tape