DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
2 advisors left F••••••• H••••• A•••••••• L•• for N•••••• A•••••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Michael Thomas Houghton | Boston, Ma | Apr 1, 2021 | Apr 1, 2021 |
| Rebecca Jane Schrumm | Newburyport, Ma | Apr 1, 2021 | Apr 1, 2021 |
The rule
- Registrations ended
- Apr 1, 2021
- Registered next
- Apr 1, 2021
- Branch state
- MA
- Cities
- 2, most in Newburyport, Ma
- Registered there that day
- 44 (people still on IAPD; an estimate)
- Share of that headcount
- 4.5%
- Succession by the destination
- a succession within a year (Nov 1, 2021), not necessarily this firm