DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
4 advisors left W••••••••• T•••• A••••••• for P•••••• A•••••• G••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brett Coleman Lonergan | Wellesley, Ma | Oct 4, 2022 | Sep 27, 2022 |
| Nicholas Thomas Rossi | Wellesley, Ma | Oct 4, 2022 | Sep 27, 2022 |
| Ronald David Halterman | Wellesley, Ma | Oct 4, 2022 | Sep 27, 2022 |
| Susan Ruth Arnold | Wellesley, Ma | Oct 4, 2022 | Sep 27, 2022 |
The rule
- Registrations ended
- Oct 4, 2022
- Registered next
- Sep 27, 2022
- Branch state
- MA
- Cities
- 1, most in Wellesley, Ma
- Registered there that day
- 9 (people still on IAPD; an estimate)
- Share of that headcount
- 44%
- Succession by the destination
- none on the tape