DFX Intelligence
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Team lift-out
3 advisors left B••••• H••••• W••••• A•••••••• L•• for W•••• I••••••••• A•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Matthew Alton Davis | Acton, Ma | Oct 30, 2018 | Jun 28, 2024 |
| Ryan David Hendrickson | Acton, Ma | Oct 30, 2018 | Jul 3, 2024 |
| Samuel Robert Chamberlain | Acton, Ma | Oct 30, 2018 | Jun 28, 2024 |
The rule
- Registrations ended
- Oct 30, 2018
- Registered next
- Jun 28, 2024 to Jul 3, 2024
- Branch state
- MA
- Cities
- 1, most in Acton, Ma
- Registered there that day
- 16 (people still on IAPD; an estimate)
- Share of that headcount
- 19%
- Succession by the destination
- none on the tape