DFX Intelligence
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Team lift-out
2 advisors left C••••••• S••••••••• I••• for W•••• F•••• A•••••••
BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jason Edward Schott | Hudson, Ma | Jun 30, 2023 | Jun 28, 2023 |
| Robert Whitcomb Damon | Marshfield, Ma | Jul 14, 2023 | Jul 14, 2023 |
The rule
- Registrations ended
- Jun 30, 2023 to Jul 14, 2023
- Registered next
- Jun 28, 2023 to Jul 14, 2023
- Branch state
- MA
- Cities
- 2, most in Hudson, Ma
- Registered there that day
- 545 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape