DFX Intelligence
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Team lift-out
2 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for L•• F•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Tracy Ann Shea | Chelmsford, Ma | Dec 24, 2018 | Jan 23, 2019 |
| Michael Scott Johnson | Greenfield, Ma | Jan 4, 2019 | Apr 30, 2019 |
The rule
- Registrations ended
- Dec 24, 2018 to Jan 4, 2019
- Registered next
- Jan 23, 2019 to Apr 30, 2019
- Branch state
- MA
- Cities
- 2, most in Chelmsford, Ma
- Registered there that day
- 3,977 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape