DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jonathan Robert Laird | Vineyard Haven, Ma | Feb 26, 2021 | Feb 22, 2021 |
| Sarah Jean Laird | Vineyard Haven, Ma | Feb 26, 2021 | Feb 23, 2021 |
The rule
- Registrations ended
- Feb 26, 2021
- Registered next
- Feb 22, 2021 to Feb 23, 2021
- Branch state
- MA
- Cities
- 1, most in Vineyard Haven, Ma
- Registered there that day
- 1,537 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape