DFX Intelligence
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Team lift-out
2 advisors left F••••••• P••••••• A•• W•••••••• A••••••• for J••• M••••• S••••••••• L••
BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Eric P Callahan | Boston, Ma | Mar 13, 2023 | Aug 31, 2023 |
| Wendy Liebowitz | Boston, Ma | Mar 21, 2023 | May 8, 2023 |
The rule
- Registrations ended
- Mar 13, 2023 to Mar 21, 2023
- Registered next
- May 8, 2023 to Aug 31, 2023
- Branch state
- MA
- Cities
- 1, most in Boston, Ma
- Registered there that day
- 11,469 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape