DFX Intelligence
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Team lift-out
2 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 |
|---|---|---|---|
| Carson Whitmore Smith | Boston, Ma | Nov 10, 2020 | Nov 12, 2021 |
| Dan David Roasa | Boston, Ma | Nov 17, 2020 | Jan 6, 2021 |
The rule
- Registrations ended
- Nov 10, 2020 to Nov 17, 2020
- Registered next
- Jan 6, 2021 to Nov 12, 2021
- Branch state
- MA
- Cities
- 1, most in Boston, Ma
- Registered there that day
- 6,906 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape