DFX Intelligence
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Team lift-out
2 advisors left C••••••• M••••••••• I••••••••• A•••••••• L•• for C••••••• S••••••••• I•••
asset managertoBD affiliatedOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joshua Chase Ryan | Boston, Ma | Oct 7, 2021 | Jan 19, 2023 |
| Steve S Fernandes | Boston, Ma | Oct 8, 2021 | Jan 6, 2022 |
The rule
- Registrations ended
- Oct 7, 2021 to Oct 8, 2021
- Registered next
- Jan 6, 2022 to Jan 19, 2023
- Branch state
- MA
- Cities
- 1, most in Boston, Ma
- Registered there that day
- 156 (people still on IAPD; an estimate)
- Share of that headcount
- 1.3%
- Succession by the destination
- none on the tape