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

2 advisors left F••••••• P••••••• A•• W•••••••• A••••••• for W•••• F•••• A•••••••

BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
AdvisorBranchLeftRegistered
Megan MaughanBoston, MaOct 22, 2024Nov 27, 2024
Joshua DewittBoston, MaNov 1, 2024Oct 31, 2024
The rule
Registrations ended
Oct 22, 2024 to Nov 1, 2024
Registered next
Oct 31, 2024 to Nov 27, 2024
Branch state
MA
Cities
1, most in Boston, Ma
Registered there that day
14,482 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape