DFX Intelligence
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Team lift-out
7 advisors left M••••• L•• for F••••• C•••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jeffrey Garrett Van Siclen | Hingham, Ma | Jan 3, 2025 | Jan 13, 2025 |
| Marc Stefan Instrum | Hingham, Ma | Jan 3, 2025 | Jan 13, 2025 |
| Michael Robert Dias | Hingham, Ma | Jan 3, 2025 | Jan 13, 2025 |
| Patrick Andrew Lawler | Hingham, Ma | Jan 3, 2025 | Jan 30, 2025 |
| Tucker Vaughan Roeder | Hingham, Ma | Jan 10, 2025 | Jan 27, 2025 |
| Sean Patrick Oneil | Hingham, Ma | Jan 15, 2025 | Jan 2, 2025 |
The rule
- Registrations ended
- Jan 3, 2025 to Jan 15, 2025
- Registered next
- Jan 2, 2025 to Jan 30, 2025
- Branch state
- MA
- Cities
- 1, most in Hingham, Ma
- Registered there that day
- 137 (people still on IAPD; an estimate)
- Share of that headcount
- 5.1%
- Succession by the destination
- none on the tape