DFX Intelligence
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Team lift-out
2 advisors left P••• O•• I••••••••• L•• for E••••• C•••••• M••••••••• L••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jay Clark Warner | Boston, Ma | Aug 7, 2024 | Jun 25, 2024 |
| Mark Michael Cunningham | Boston, Ma | Aug 7, 2024 | Sep 17, 2025 |
The rule
- Registrations ended
- Aug 7, 2024
- Registered next
- Jun 25, 2024 to Sep 17, 2025
- 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