DFX Intelligence
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Team lift-out
2 advisors left O•••• I••••••••• I••• for A••• W••••• A••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Reid Jonathan Soberman | Norwood, Ma | Feb 2, 2026 | Jan 30, 2026 |
| William Gerard Skinner | Newton, Ma | Feb 2, 2026 | Jan 30, 2026 |
The rule
- Registrations ended
- Feb 2, 2026
- Registered next
- Jan 30, 2026
- Branch state
- MA
- Cities
- 2, most in Newton, Ma
- Registered there that day
- 528 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape