DFX Intelligence
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Team lift-out
2 advisors left F••••••• P••••••• A•• W•••••••• A••••••• for B•••••• P•••• W••••• A••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Laurence Charles Rollins | Boston, Ma | Aug 16, 2018 | Nov 1, 2018 |
| Lisa Ann Cassidy | Boston, Ma | Aug 16, 2018 | Nov 7, 2018 |
The rule
- Registrations ended
- Aug 16, 2018
- Registered next
- Nov 1, 2018 to Nov 7, 2018
- Branch state
- MA
- Cities
- 1, most in Boston, Ma
- Registered there that day
- 5,106 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape