DFX Intelligence
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Team lift-out
3 advisors left F•••• C••••••• A•••• M••••••••• I•• for S•• W•••••
mixed wealthtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Dec 31, 2025
- Registered next
- Feb 7, 2024 to May 9, 2024
- Branch state
- MA
- Cities
- 1, most in Boston, Ma
- Registered there that day
- 61 (people still on IAPD; an estimate)
- Share of that headcount
- 4.9%
- Succession by the destination
- none on the tape