DFX Intelligence
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Team lift-out
4 advisors left C••••••••• F•••••••• N•••••• for G• • W•••• L••
national BDtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Debra Kendall Brede | Needham, Ma | Dec 31, 2020 | Jan 4, 2021 |
| Chanel Lois Gullage | Needham, Ma | Jan 4, 2021 | Jan 4, 2021 |
| Joseph Gauvin | Needham, Ma | Jan 4, 2021 | Jan 4, 2021 |
| Nathan Jacob Baldwin | Needham, Ma | Jan 4, 2021 | Jan 4, 2021 |
The rule
- Registrations ended
- Dec 31, 2020 to Jan 4, 2021
- Registered next
- Jan 4, 2021
- Branch state
- MA
- Cities
- 1, most in Needham, Ma
- Registered there that day
- 2,360 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape