DFX Intelligence
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Team lift-out
2 advisors left B••••• F•••••••• G••••• I••• for A••••• W•••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James Theodore Barker | Topsfield, Ma | Mar 27, 2025 | Jan 10, 2025 |
| Mary Ellen Deroche | Topsfield, Ma | Mar 27, 2025 | Jan 17, 2025 |
The rule
- Registrations ended
- Mar 27, 2025
- Registered next
- Jan 10, 2025 to Jan 17, 2025
- Branch state
- MA
- Cities
- 1, most in Topsfield, Ma
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- Succession by the destination
- none on the tape