DFX Intelligence

RIA Intelligence

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Team lift-out

6 advisors left C••••••••• F•••••••• N•••••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I••

national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Joseph Raymond CroteauFitchburg, MaJul 22, 2025Jul 28, 2025
Raymond Paul CroteauWaltham, MaJul 22, 2025Jul 21, 2025
Christopher Allen RicheyWaltham, MaAug 1, 2025Aug 1, 2025
Charlene Katherine DolanAmesbury, MaAug 4, 2025Aug 7, 2025
Christopher Paul BienvenuWaltham, MaAug 4, 2025Aug 4, 2025
Danielle Shirleyann HolmesAmesbury, MaAug 4, 2025Aug 7, 2025
Stewart Lee FlahertyWaltham, MaAug 5, 2025Aug 4, 2025
The rule
Registrations ended
Jul 22, 2025 to Aug 5, 2025
Registered next
Jul 21, 2025 to Aug 7, 2025
Branch state
MA
Cities
3, most in Waltham, Ma
Registered there that day
3,475 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape
Other teams out of C••••••••• F•••••••• N••••••Other teams into R•••••• J•••• F•••••••• S••••••• A•••••••• I••