DFX Intelligence
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Team lift-out
2 advisors left L•••••• I••••••••• for C•••••• A•••••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Matthew Edward Herman | Dover, Nh | Feb 24, 2026 | Feb 14, 2019 |
| Wesley Edward Labelle | Dover, Nh | Feb 26, 2026 | Feb 15, 2019 |
The rule
- Registrations ended
- Feb 24, 2026 to Feb 26, 2026
- Registered next
- Feb 14, 2019 to Feb 15, 2019
- Branch state
- NH
- Cities
- 1, most in Dover, Nh
- Registered there that day
- 900 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape