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
8 advisors left B•• F•••••••• A•••••••• I••• for L•• F•••••••• L••
unclassifiedtoBD affiliatedOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christopher Arthur Chouinard | Waltham, Ma | Dec 31, 2021 | Jan 3, 2023 |
| David Jeffrey Samick | Waltham, Ma | Dec 31, 2021 | Jan 6, 2006 |
| Edward Robert Ronan | Waltham, Ma | Dec 31, 2021 | Jan 6, 2006 |
| James Freeland Butler | Waltham, Ma | Dec 31, 2021 | Jan 11, 2006 |
| John Joseph Mccarthy | Waltham, Ma | Dec 31, 2021 | Jan 6, 2006 |
| John Stephen Kerr | Waltham, Ma | Dec 31, 2021 | Jan 11, 2006 |
| Mark Richard Lefebvre | Waltham, Ma | Dec 31, 2021 | Jan 11, 2006 |
| Thomas Patrick Loonie | Waltham, Ma | Dec 31, 2021 | Jan 13, 2006 |
The rule
- Registrations ended
- Dec 31, 2021
- Registered next
- Jan 6, 2006 to Jan 3, 2023
- Branch state
- MA
- Cities
- 1, most in Waltham, Ma
- Registered there that day
- 19 (people still on IAPD; an estimate)
- Share of that headcount
- 42%
- Succession by the destination
- none on the tape