DFX Intelligence
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Team lift-out
3 advisors left I••••••••• W••••• C••••••• L•• for T•• A•••••••• G••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Richard Ojerholm | Waltham, Ma | Aug 20, 2024 | Sep 24, 2024 |
| John Thomas Lian | Worcester, Ma | Aug 20, 2024 | Aug 20, 2024 |
| Michael Elias Houssan | Waltham, Ma | Aug 23, 2024 | Sep 25, 2024 |
The rule
- Registrations ended
- Aug 20, 2024 to Aug 23, 2024
- Registered next
- Aug 20, 2024 to Sep 25, 2024
- Branch state
- MA
- Cities
- 2, most in Waltham, Ma
- Registered there that day
- 337 (people still on IAPD; an estimate)
- Share of that headcount
- 0.9%
- Succession by the destination
- none on the tape