DFX Intelligence
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Team lift-out
7 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for J••• M••••• P•••••• W••••• A••••••• L••
wirehousetomixed wealthWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Ellen Reid Hagan | Boston, Ma | Apr 23, 2018 | Apr 20, 2018 |
| Mary Mcwade | Boston, Ma | Apr 23, 2018 | Apr 20, 2018 |
| Jeffrey Atwood | Boston, Ma | Apr 24, 2018 | Apr 20, 2018 |
| Zachary Calahan | Boston, Ma | Apr 24, 2018 | Apr 20, 2018 |
| Chelsea Morgan Botta | Boston, Ma | Apr 25, 2018 | Apr 20, 2018 |
| Julie Ar Shank | Boston, Ma | Apr 25, 2018 | Apr 20, 2018 |
| Kellen Macdonald | Boston, Ma | Apr 25, 2018 | Apr 20, 2018 |
The rule
- Registrations ended
- Apr 23, 2018 to Apr 25, 2018
- Registered next
- Apr 20, 2018
- Branch state
- MA
- Cities
- 1, most in Boston, Ma
- Registered there that day
- 20,181 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape