DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
2 advisors left S•• W••••• for M••••• S••••••
independent RIAtowirehouseRIA to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Deirdre Dennehy Hall | Boston, Ma | Mar 12, 2019 | Jun 11, 2019 |
| Timothy David Lonergan | Boston, Ma | Mar 12, 2019 | May 7, 2019 |
The rule
- Registrations ended
- Mar 12, 2019
- Registered next
- May 7, 2019 to Jun 11, 2019
- Branch state
- MA
- Cities
- 1, most in Boston, Ma
- Registered there that day
- 41 (people still on IAPD; an estimate)
- Share of that headcount
- 4.9%
- Succession by the destination
- none on the tape