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.
Channel change (one enterprise)
2 advisors moved from T• A••••••••• I••• to T• A••••••••• I••••••••• M••••••••• L••
Not a lift-out: one firm's name is the other's with a word added, so the two CRDs are one enterprise and nobody left anyone. A channel switch, an integration after an acquisition or an affiliate transfer. Never counted as a team in or out.
no RAUMtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jonas Cole Killeen | Boston, Ma | Jan 11, 2021 | Apr 25, 2006 |
| David Allan Drouin | Burlington, Ma | Jan 21, 2021 | Dec 24, 2019 |
The rule
- Registrations ended
- Jan 11, 2021 to Jan 21, 2021
- Registered next
- Apr 25, 2006 to Dec 24, 2019
- Branch state
- MA
- Cities
- 2, most in Boston, Ma
- Registered there that day
- 1,467 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- One enterprise because
- one firm's name is the other's with a word added
- Succession by the destination
- none on the tape