DFX Intelligence
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Team lift-out
2 advisors left C••••••• S••••••••• I••• for S•••••••• S•••••••••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Patrick Lospennato | Woburn, Ma | Dec 31, 2020 | Jan 3, 2023 |
| Sumeet Malhotra | Woburn, Ma | Dec 31, 2020 | Jun 21, 2022 |
The rule
- Registrations ended
- Dec 31, 2020
- Registered next
- Jun 21, 2022 to Jan 3, 2023
- Branch state
- MA
- Cities
- 1, most in Woburn, Ma
- Registered there that day
- 557 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape