DFX Intelligence

RIA Intelligence

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Team lift-out

7 advisors left S••••••••• A•••••• A•••••••• I••• for A•••••••• A••••••• G•••• I•••

BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Andrew Rudolph HaffNeedham, MaJun 1, 2022Apr 28, 2022
Brendan Kevin HayesNeedham, MaJun 1, 2022May 3, 2022
Charles ZoddaNeedham, MaJun 1, 2022May 3, 2022
Paul Michael LaneNeedham, MaJun 1, 2022May 3, 2022
Scott Everett WilsonNeedham, MaJun 1, 2022Apr 29, 2022
Lisa Faith VaillancourtNeedham, MaJun 2, 2022Apr 28, 2022
Michael Sargent ArmstrongNeedham, MaJun 3, 2022May 3, 2022
The rule
Registrations ended
Jun 1, 2022 to Jun 3, 2022
Registered next
Apr 28, 2022 to May 3, 2022
Branch state
MA
Cities
1, most in Needham, Ma
Registered there that day
1,988 (people still on IAPD; an estimate)
Share of that headcount
0.4%
Succession by the destination
none on the tape
Other teams out of S••••••••• A•••••• A•••••••• I•••Other teams into A•••••••• A••••••• G•••• I•••