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
5 advisors left C••••••• • C••• I••• for C•••••••• I••••••••• R••••••• A•••••••• I•••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andre Monsour | Malden, Ma | Jan 31, 2023 | Dec 13, 2022 |
| Jordan R Lefko | Malden, Ma | Feb 14, 2023 | Dec 9, 2022 |
| Luke T Ferrell | Malden, Ma | Feb 14, 2023 | Jan 19, 2023 |
| Michael Wayne Wiginton | Malden, Ma | Feb 14, 2023 | Dec 9, 2022 |
| Thomas Harmon Ferrell | Malden, Ma | Feb 14, 2023 | Jan 19, 2023 |
The rule
- Registrations ended
- Jan 31, 2023 to Feb 14, 2023
- Registered next
- Dec 9, 2022 to Jan 19, 2023
- Branch state
- MA
- Cities
- 1, most in Malden, Ma
- Registered there that day
- 82 (people still on IAPD; an estimate)
- Share of that headcount
- 6.1%
- Succession by the destination
- none on the tape