DFX Intelligence
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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 |
|---|---|---|---|
| Marcus Bradley Nicholson | Boston, Ma | Mar 29, 2022 | Apr 18, 2022 |
| Giuseppe Leone | Boston, Ma | Mar 30, 2022 | Apr 20, 2022 |
| Matthew Christopher Faubion | Boston, Ma | Apr 13, 2022 | Apr 19, 2022 |
The rule
- Registrations ended
- Mar 29, 2022 to Apr 13, 2022
- Registered next
- Apr 18, 2022 to Apr 20, 2022
- Branch state
- MA
- Cities
- 1, most in Boston, Ma
- Registered there that day
- 9,285 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape