DFX Intelligence
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Team lift-out
3 advisors left C•••• A••••••• I••• for I••••••••• W••••• C••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brandon Thomas Franco | Boston, Ma | Dec 2, 2024 | Oct 8, 2024 |
| Rex Austin Berger | Boston, Ma | Dec 2, 2024 | Oct 8, 2024 |
| Samuel Joseph Diarbakerly | Boston, Ma | Dec 2, 2024 | Oct 8, 2024 |
The rule
- Registrations ended
- Dec 2, 2024
- Registered next
- Oct 8, 2024
- Branch state
- MA
- Cities
- 1, most in Boston, Ma
- Registered there that day
- 17 (people still on IAPD; an estimate)
- Share of that headcount
- 18%
- Succession by the destination
- none on the tape