DFX Intelligence
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Team lift-out
3 advisors left T•• P•••••• F•••••••• G••••• L•• for S••••• F••••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Jul 3, 2025 to Jul 8, 2025
- Registered next
- Jul 1, 2025 to Jul 8, 2025
- Branch state
- MA
- Cities
- 1, most in Walpole, Ma
- Registered there that day
- 45 (people still on IAPD; an estimate)
- Share of that headcount
- 6.7%
- Succession by the destination
- none on the tape