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
8 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for J••• M••••• P•••••• W••••• A••••••• L••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian Kelleher | Wellesley Hills, Ma | Jan 17, 2023 | Jan 13, 2023 |
| Brian Nixon | Wellesley Hills, Ma | Jan 17, 2023 | Jan 13, 2023 |
| Derek Mohamed | Westborough, Ma | Jan 17, 2023 | Jan 13, 2023 |
| Justin Ross Merola | Wellesley Hills, Ma | Jan 17, 2023 | Jan 13, 2023 |
| Leland Mindnich | Wellesley Hills, Ma | Jan 17, 2023 | Jan 13, 2023 |
| Peter Gutierrez | Wellesley Hills, Ma | Jan 17, 2023 | Jan 13, 2023 |
| William W Strabley | Wellesley Hills, Ma | Jan 17, 2023 | Jan 13, 2023 |
| Stephen Greene | Wellesley Hills, Ma | Jan 24, 2023 | Jan 13, 2023 |
The rule
- Registrations ended
- Jan 17, 2023 to Jan 24, 2023
- Registered next
- Jan 13, 2023
- Branch state
- MA
- Cities
- 2, most in Wellesley Hills, Ma
- Registered there that day
- 22,597 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- a succession within a year (Oct 2, 2023), not necessarily this firm