DFX Intelligence
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Team lift-out
2 advisors left M•••••••• I••••••••• M••••••••• C••••••• L•• for H•••••••• A•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joseph J Trainor | North Andover, Ma | Nov 28, 2022 | Aug 1, 2023 |
| Michael Edwards | North Andover, Ma | Nov 28, 2022 | Aug 1, 2023 |
The rule
- Registrations ended
- Nov 28, 2022
- Registered next
- Aug 1, 2023
- Branch state
- MA
- Cities
- 1, most in North Andover, Ma
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape