DFX Intelligence
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Team lift-out
2 advisors left A••••••• I••••••••• P•••••••• I••• for P••• S•••• A•••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daniel Alden Carman | Beverly, Ma | Oct 28, 2025 | Aug 6, 2025 |
| Laura Mok | Beverly, Ma | Oct 28, 2025 | Aug 19, 2025 |
The rule
- Registrations ended
- Oct 28, 2025
- Registered next
- Aug 6, 2025 to Aug 19, 2025
- Branch state
- MA
- Cities
- 1, most in Beverly, Ma
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape