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
2 advisors left R••••• C•••••• M••••••••• L•• for C•••••• C••••••• L••
unclassifiedtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Helen Gayle Jamieson | Concord, Ma | Feb 11, 2025 | Jan 13, 2025 |
| Kimball Bullard Halsey | Cambridge, Ma | Feb 11, 2025 | Dec 24, 2024 |
The rule
- Registrations ended
- Feb 11, 2025
- Registered next
- Dec 24, 2024 to Jan 13, 2025
- Branch state
- MA
- Cities
- 2, most in Cambridge, 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