DFX Intelligence
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Team lift-out
4 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 |
|---|---|---|---|
| Charles William Falzone | Boston, Ma | Sep 29, 2021 | May 2, 2023 |
| Robert White | Boston, Ma | Sep 29, 2021 | Dec 14, 2021 |
| J Lawrence Blatt | Boston, Ma | Oct 1, 2021 | Apr 22, 2022 |
| James Kenneth Killebrew | Boston, Ma | Oct 1, 2021 | Nov 2, 2021 |
The rule
- Registrations ended
- Sep 29, 2021 to Oct 1, 2021
- Registered next
- Nov 2, 2021 to May 2, 2023
- 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