DFX Intelligence
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Team lift-out
2 advisors left O•••• W•••••• I••• for A•••••• W••••• M••••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daniel Albert Marnik | Braintree, Ma | Mar 1, 2024 | Mar 6, 2024 |
| James Robert Almquist | Braintree, Ma | Mar 1, 2024 | Mar 6, 2024 |
The rule
- Registrations ended
- Mar 1, 2024
- Registered next
- Mar 6, 2024
- Branch state
- MA
- Cities
- 1, most in Braintree, Ma
- Registered there that day
- 4,619 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape