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
3 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for S•••••• W••••• A••••••• L••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kevin C Dufault | Hingham, Ma | Apr 29, 2019 | Apr 26, 2019 |
| Mark Thomas Roman | Hingham, Ma | Apr 29, 2019 | Apr 26, 2019 |
| Timothy Duggan | Hingham, Ma | Apr 29, 2019 | Apr 26, 2019 |
The rule
- Registrations ended
- Apr 29, 2019
- Registered next
- Apr 26, 2019
- Branch state
- MA
- Cities
- 1, most in Hingham, Ma
- Registered there that day
- 20,982 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape