DFX Intelligence

RIA Intelligence

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Team lift-out

5 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for B•••••• W••••• G••••

BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
AdvisorBranchLeftRegistered
Dean Roger LarabeeTaunton, MaJun 27, 2024Jul 3, 2024
Carl Michael BeginTaunton, MaJun 28, 2024Jul 3, 2024
Connor James RussTaunton, MaJul 2, 2024Jul 3, 2024
Louis Michael RicciardiTaunton, MaJul 2, 2024Jul 3, 2024
Melyna Kailee YoungTaunton, MaJul 2, 2024Jul 3, 2024
The rule
Registrations ended
Jun 27, 2024 to Jul 2, 2024
Registered next
Jul 3, 2024
Branch state
MA
Cities
1, most in Taunton, Ma
Registered there that day
5,639 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of R•••••• J•••• F•••••••• S••••••• A•••••••• I••Other teams into B•••••• W••••• G••••