DFX Intelligence
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Team lift-out
2 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for E•••••• F•••••••• E••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Houston Slade Holden Scott | Boston, Ma | Sep 30, 2024 | May 19, 2025 |
| James N Fisher | Wellesley Hills, Ma | Oct 7, 2024 | Jul 15, 2025 |
The rule
- Registrations ended
- Sep 30, 2024 to Oct 7, 2024
- Registered next
- May 19, 2025 to Jul 15, 2025
- Branch state
- MA
- Cities
- 2, most in Boston, Ma
- Registered there that day
- 23,720 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape