DFX Intelligence
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Team lift-out
9 advisors left W•••• F•••• A••••••• for M•••••••• A•••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jonida Mucka Papajani | Boston, Ma | Aug 7, 2020 | Oct 20, 2021 |
| John Albert Longo | Westborough, Ma | Aug 11, 2020 | Aug 27, 2020 |
| Matthew Jason Mcloy | Boston, Ma | Aug 11, 2020 | Aug 10, 2020 |
| Ryan Patrick Foley | Boston, Ma | Aug 11, 2020 | Aug 18, 2020 |
| John L Wilcox | Boston, Ma | Aug 20, 2020 | Jan 4, 2021 |
| Lloyd George Glazer | Boston, Ma | Aug 20, 2020 | Jan 14, 2021 |
| Danielle Lise Breen | Boston, Ma | Aug 24, 2020 | Oct 13, 2021 |
| Lawrence Michael Glazer | Boston, Ma | Aug 24, 2020 | Oct 14, 2020 |
| Peter Geary Martin | Westborough, Ma | Aug 24, 2020 | Jan 4, 2021 |
The rule
- Registrations ended
- Aug 7, 2020 to Aug 24, 2020
- Registered next
- Aug 10, 2020 to Oct 20, 2021
- Branch state
- MA
- Cities
- 2, most in Boston, Ma
- Registered there that day
- 1,494 (people still on IAPD; an estimate)
- Share of that headcount
- 0.6%
- Succession by the destination
- none on the tape