DFX Intelligence
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Team lift-out
4 advisors left T•• P•••••• F•••••••• G••••• L•• for S••••••••• A•••••• A•••••••• I•••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alyson Tricco Quinnelly | Walpole, Ma | Jan 27, 2023 | Jan 5, 2023 |
| Michael John Daneau | Bradford, Ma | Jan 27, 2023 | Jan 12, 2023 |
| Gregg Anthony Catsoulis | Walpole, Ma | Feb 10, 2023 | Jan 11, 2023 |
The rule
- Registrations ended
- Jan 27, 2023 to Feb 10, 2023
- Registered next
- Jan 5, 2023 to Feb 2, 2023
- Branch state
- MA
- Cities
- 3, most in Walpole, Ma
- Registered there that day
- 51 (people still on IAPD; an estimate)
- Share of that headcount
- 7.8%
- Succession by the destination
- none on the tape