DFX Intelligence
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Team lift-out
2 advisors left T•• H•••••• G•••• for A••••••• F••••••••• L•••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Laurie Ellen Ingwersen | Waltham, Ma | Aug 10, 2023 | Aug 1, 2023 |
| Timothy Mazanec | Waltham, Ma | Aug 10, 2023 | Jul 5, 2023 |
The rule
- Registrations ended
- Aug 10, 2023
- Registered next
- Jul 5, 2023 to Aug 1, 2023
- Branch state
- MA
- Cities
- 1, most in Waltham, Ma
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- Succession by the destination
- none on the tape