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
3 advisors left F••••••• P••••••• A•• W•••••••• A••••••• for F••••• I•••••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| William Justin Mccarthy | Boston, Ma | Feb 8, 2021 | Feb 3, 2021 |
| Jaron Michael Reynolds | Boston, Ma | Feb 17, 2021 | Feb 10, 2021 |
| Megan Sowinski | Boston, Ma | Mar 3, 2021 | Mar 18, 2021 |
The rule
- Registrations ended
- Feb 8, 2021 to Mar 3, 2021
- Registered next
- Feb 3, 2021 to Mar 18, 2021
- Branch state
- MA
- Cities
- 1, most in Boston, Ma
- Registered there that day
- 7,150 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape