DFX Intelligence
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Team lift-out
3 advisors left J••• M••••• P•••••• W••••• A••••••• L•• for I•• C••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Stephen Richard Griffiths | Boston, Ma | May 19, 2023 | May 12, 2023 |
| Adam Breckenridge Beard | Boston, Ma | May 26, 2023 | May 11, 2023 |
| Sanhita Bhattacharya | Boston, Ma | May 26, 2023 | May 16, 2023 |
The rule
- Registrations ended
- May 19, 2023 to May 26, 2023
- Registered next
- May 11, 2023 to May 16, 2023
- Branch state
- MA
- Cities
- 1, most in Boston, Ma
- Registered there that day
- 593 (people still on IAPD; an estimate)
- Share of that headcount
- 0.5%
- Succession by the destination
- none on the tape