DFX Intelligence
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Team lift-out
2 advisors left O•••• I••••••••• I••• for L•• F•••••••• L••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Patrick Connor Dougherty | Norwell, Ma | May 22, 2025 | May 21, 2025 |
| Stephen Marc Lubin | E Bridgewater, Ma | May 22, 2025 | May 21, 2025 |
The rule
- Registrations ended
- May 22, 2025
- Registered next
- May 21, 2025
- Branch state
- MA
- Cities
- 2, most in E Bridgewater, Ma
- Registered there that day
- 502 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape