DFX Intelligence
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Team lift-out
2 advisors left A••••••••• F•••••••• S•••••••• L•• for W•••• F•••• A•••••••
national BDtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Richard Allan Baum | Wellesley Hills, Ma | Sep 10, 2026 | Sep 11, 2026 |
| Dabney Baum | Wellesley Hills, Ma | Sep 11, 2026 | Sep 9, 2026 |
The rule
- Registrations ended
- Sep 10, 2026 to Sep 11, 2026
- Registered next
- Sep 9, 2026 to Sep 11, 2026
- Branch state
- MA
- Cities
- 1, most in Wellesley Hills, Ma
- Registered there that day
- 13,028 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape