DFX Intelligence
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Team lift-out
4 advisors left P••••••• P•••••• W•••••• L•• for U••• C•••••• W••••• A•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daniel Joseph Sexton | Burlington, Ma | Sep 8, 2022 | Oct 31, 2022 |
| Hugh Patrick Maginnis | Burlington, Ma | Sep 8, 2022 | Aug 30, 2022 |
| Michael Francis O'Connor | Burlington, Ma | Sep 8, 2022 | Aug 29, 2022 |
| Deborah L Ray | Burlington, Ma | Sep 12, 2022 | Aug 31, 2022 |
The rule
- Registrations ended
- Sep 8, 2022 to Sep 12, 2022
- Registered next
- Aug 29, 2022 to Oct 31, 2022
- Branch state
- MA
- Cities
- 1, most in Burlington, Ma
- Registered there that day
- 13 (people still on IAPD; an estimate)
- Share of that headcount
- 31%
- Succession by the destination
- none on the tape