DFX Intelligence
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Firm absorbed
9 advisors left B••••• A•••••••• L•• for C•••••••
mixed wealthtoinstitutionalOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jamie Taloumis Hobkirk | Boston, Ma | Oct 4, 2019 | Nov 27, 2019 |
| John Henry Peterson | Boston, Ma | Oct 4, 2019 | Oct 22, 2019 |
| Keith Faulkner | Boston, Ma | Oct 4, 2019 | Nov 13, 2019 |
| Kristen Everett Stewart | Boston, Ma | Oct 4, 2019 | Nov 27, 2019 |
| Lauren Claire Lambert | Boston, Ma | Oct 4, 2019 | Nov 27, 2019 |
| Lawrence Charles John Manning | Boston, Ma | Oct 4, 2019 | Nov 27, 2019 |
| Michael Patrick Collins | Boston, Ma | Oct 4, 2019 | Nov 27, 2019 |
| Teresa Marie Samperi | Boston, Ma | Oct 4, 2019 | Nov 27, 2019 |
| Michael James Vogelzang | Boston, Ma | Oct 8, 2019 | Nov 5, 2019 |
The rule
- Registrations ended
- Oct 4, 2019 to Oct 8, 2019
- Registered next
- Oct 22, 2019 to Nov 27, 2019
- Branch state
- MA
- Cities
- 1, most in B•••••, Ma
- Registered there that day
- 15 (people still on IAPD; an estimate)
- Share of that headcount
- 60%
- Succession by the destination
- none on the tape