DFX Intelligence
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Team lift-out
3 advisors left C••••••••• F•••••••• N•••••• for K••••• A••••••• S•••••••• L••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Nicholas Edward Stern | Amherst, Ma | Jul 15, 2025 | Jul 14, 2025 |
| Mary M Glaser | Sunderland, Ma | Jul 17, 2025 | Jul 21, 2025 |
| Peter Anthony Damico | Waltham, Ma | Jul 31, 2025 | Jul 31, 2025 |
The rule
- Registrations ended
- Jul 15, 2025 to Jul 31, 2025
- Registered next
- Jul 14, 2025 to Jul 31, 2025
- Branch state
- MA
- Cities
- 3, most in Amherst, Ma
- Registered there that day
- 3,483 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape