DFX Intelligence
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Team lift-out
5 advisors left F••••••• P••••••• A•• W•••••••• A••••••• for C•••••• S••••• • C••• I•••
BD affiliatedtonational BDAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Amber Michelle Soden | Boston, Ma | Oct 10, 2018 | Oct 16, 2018 |
| Kelsey Ann Lebeda | Boston, Ma | Oct 11, 2018 | Oct 23, 2018 |
| Bernard Jun Tong | Boston, Ma | Oct 12, 2018 | Oct 31, 2018 |
| Jeffrey Thomas Day | Boston, Ma | Oct 17, 2018 | Nov 7, 2018 |
| William T Bartram | Boston, Ma | Oct 19, 2018 | Nov 29, 2018 |
The rule
- Registrations ended
- Oct 10, 2018 to Oct 19, 2018
- Registered next
- Oct 16, 2018 to Nov 29, 2018
- Branch state
- MA
- Cities
- 1, most in Boston, Ma
- Registered there that day
- 5,158 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape