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
2 advisors left F••••••• P••••••• A•• W•••••••• A••••••• for E••••• J••••
BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Maria Curran Williams | Boston, Ma | Sep 29, 2021 | Sep 14, 2021 |
| Coryn Briggs | Boston, Ma | Oct 4, 2021 | Apr 2, 2025 |
The rule
- Registrations ended
- Sep 29, 2021 to Oct 4, 2021
- Registered next
- Sep 14, 2021 to Apr 2, 2025
- Branch state
- MA
- Cities
- 1, most in Boston, Ma
- Registered there that day
- 8,176 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape