DFX Intelligence
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Team lift-out
2 advisors left F••••••• P••••••• A•• W•••••••• A••••••• for E•••••• C•••••• M••••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Geoff C Newman | Boston, Ma | Apr 5, 2021 | May 6, 2021 |
| Tyson S Toner | Boston, Ma | Apr 5, 2021 | Jun 16, 2022 |
The rule
- Registrations ended
- Apr 5, 2021
- Registered next
- May 6, 2021 to Jun 16, 2022
- Branch state
- MA
- Cities
- 1, most in Boston, Ma
- Registered there that day
- 7,322 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape