DFX Intelligence
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Team lift-out
5 advisors left T••••••••• F•••••••• A•••••••• L•• for S••••• G••••• I••••••••• L••
BD affiliatedtomixed wealthAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Cheng | Norwood, Ma | Jun 12, 2026 | Jun 24, 2026 |
| Lai Mui Chu | Norwood, Ma | Jun 16, 2026 | Jun 22, 2026 |
| Ronald Edward Groves | Norwood, Ma | Jun 17, 2026 | Aug 12, 2026 |
| Raymond Hao Wong | Norwood, Ma | Jun 18, 2026 | Jul 9, 2026 |
| Shirley Si Cheng | Norwood, Ma | Jun 22, 2026 | Jun 24, 2026 |
The rule
- Registrations ended
- Jun 12, 2026 to Jun 22, 2026
- Registered next
- Jun 22, 2026 to Aug 12, 2026
- Branch state
- MA
- Cities
- 1, most in Norwood, Ma
- Registered there that day
- 1,081 (people still on IAPD; an estimate)
- Share of that headcount
- 0.5%
- Succession by the destination
- none on the tape