DFX Intelligence
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Team lift-out
7 advisors left M•••••• for M•• I•••••••• S•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Coley Brennan Odonnell | Boston, Ma | Apr 5, 2018 | Aug 8, 2018 |
| Heidi Lydia Hanson | Manchester By The Sea, Ma | Apr 5, 2018 | Nov 9, 2017 |
| James Stephen Wolfson | Wellesley, Ma | Apr 5, 2018 | Jun 13, 2017 |
| Jerald Paul Facey | Boston, Ma | Apr 5, 2018 | Jan 29, 2021 |
| Joseph Nicholas Moore | Boston, Ma | Apr 5, 2018 | Mar 25, 2017 |
| Joseph Parker Davies | Boston, Ma | Apr 5, 2018 | May 15, 2017 |
| Sara Gayle Enos | Wellesley, Ma | Apr 5, 2018 | Dec 18, 2020 |
The rule
- Registrations ended
- Apr 5, 2018
- Registered next
- Mar 25, 2017 to Jan 29, 2021
- Branch state
- MA
- Cities
- 3, most in Boston, Ma
- Registered there that day
- 38 (people still on IAPD; an estimate)
- Share of that headcount
- 18%
- Succession by the destination
- none on the tape