DFX Intelligence
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Team lift-out
2 advisors left A••••• W••• I••••••••• A••••••• C••• for C•••••• S••••••••• M••••••••• I•••
unclassifiedtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alan Walton Sharpe | Boston, Ma | Oct 31, 2023 | Oct 26, 2023 |
| William Holmes Stewart | Boston, Ma | Oct 31, 2023 | Nov 3, 2023 |
The rule
- Registrations ended
- Oct 31, 2023
- Registered next
- Oct 26, 2023 to Nov 3, 2023
- Branch state
- MA
- Cities
- 1, most in Boston, 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