DFX Intelligence
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Team lift-out
3 advisors left C••••••••• F•••••••• N•••••• for C•••••••• I••••••••• R••••••• A•••••••• I•••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Aug 11, 2025 to Aug 12, 2025
- Registered next
- Aug 12, 2025 to Aug 19, 2025
- Branch state
- MA
- Cities
- 2, most in Waltham, Ma
- Registered there that day
- 3,432 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape