DFX Intelligence
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Team lift-out
2 advisors left C•••••• A••••••• for L•••••• I•••••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Noah Behrend | Dover, Nh | Feb 10, 2026 | Oct 5, 2022 |
| Richard William Wasson | Dover, Nh | Feb 24, 2026 | Nov 7, 2022 |
The rule
- Registrations ended
- Feb 10, 2026 to Feb 24, 2026
- Registered next
- Oct 5, 2022 to Nov 7, 2022
- Branch state
- NH
- Cities
- 1, most in Dover, Nh
- Registered there that day
- 648 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- Succession by the destination
- none on the tape