DFX Intelligence
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Team lift-out
2 advisors left T•• P•••••• F•••••••• G••••• L•• for A• W••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Matthew Edward Corman | Braintree, Ma | Aug 27, 2019 | Sep 12, 2019 |
| David Scott Corman | Walpole, Ma | Sep 3, 2019 | Dec 6, 2023 |
The rule
- Registrations ended
- Aug 27, 2019 to Sep 3, 2019
- Registered next
- Sep 12, 2019 to Dec 6, 2023
- Branch state
- MA
- Cities
- 2, most in Braintree, Ma
- Registered there that day
- 38 (people still on IAPD; an estimate)
- Share of that headcount
- 5.3%
- Succession by the destination
- none on the tape