DFX Intelligence
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Team lift-out
2 advisors left S••••••••• A•••••• A•••••••• I••• for F••••••• F•••••••• S••••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Chester Miller Mccord | Charlton, Ma | Aug 1, 2023 | Aug 9, 2023 |
| Mitchell Lone Mccord | Charlton, Ma | Aug 1, 2023 | Aug 9, 2023 |
The rule
- Registrations ended
- Aug 1, 2023
- Registered next
- Aug 9, 2023
- Branch state
- MA
- Cities
- 1, most in Charlton, Ma
- Registered there that day
- 1,904 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape