DFX Intelligence
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Team lift-out
2 advisors left C••••••• S••••••••• I••• for M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
BD affiliatedtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Sep 20, 2022 to Sep 30, 2022
- Registered next
- Oct 27, 2022 to Nov 21, 2022
- Branch state
- MA
- Cities
- 2, most in Westwood, Ma
- Registered there that day
- 516 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape