DFX Intelligence
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Team lift-out
2 advisors left C•••• A••••••• I••• for I••••••••• W••••• C••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jeffrey K Corey | Boston, Ma | Jul 1, 2025 | Mar 31, 2025 |
| Lincoln Ryder Hurney | Boston, Ma | Jul 1, 2025 | Apr 3, 2025 |
The rule
- Registrations ended
- Jul 1, 2025
- Registered next
- Mar 31, 2025 to Apr 3, 2025
- Branch state
- MA
- Cities
- 1, most in Boston, Ma
- Registered there that day
- 17 (people still on IAPD; an estimate)
- Share of that headcount
- 12%
- Succession by the destination
- none on the tape