DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
4 advisors left J••••• M••••••••• S•••• L•• for R••••• W• B•••• • C•• I•••••••••
BD affiliatedtomixed wealthAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian Eric Glavin | Danvers, Ma | Jan 23, 2025 | Jan 7, 2025 |
| Ernest Alan Freeman | Danvers, Ma | Jan 23, 2025 | Jan 7, 2025 |
| Heidi Ann Riley | Danvers, Ma | Jan 23, 2025 | May 7, 2025 |
| Lisa Marie Morgan | Danvers, Ma | Jan 23, 2025 | Jan 7, 2025 |
The rule
- Registrations ended
- Jan 23, 2025
- Registered next
- Jan 7, 2025 to May 7, 2025
- Branch state
- MA
- Cities
- 1, most in Danvers, Ma
- Registered there that day
- 1,235 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- Succession by the destination
- none on the tape