DFX Intelligence

RIA Intelligence

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Team lift-out

2 advisors left M••••• S•••••• for R••••••••• C•••••• M•••••••••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Caroline A CoplinBoston, MaMay 20, 2026May 15, 2026
Steven Michael CoplinBoston, MaMay 20, 2026May 15, 2026
The rule
Registrations ended
May 20, 2026
Registered next
May 15, 2026
Branch state
MA
Cities
1, most in Boston, Ma
Registered there that day
22,657 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of M••••• S••••••Other teams into R••••••••• C•••••• M•••••••••