DFX Intelligence
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Team lift-out
2 advisors left C••••••••• F•••••••• N•••••• for H•••••••• L••
national BDtostate registeredAffiliated broker-dealer or bank to a state-registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Nathan Mcewin Rollins | Waltham, Ma | Sep 5, 2025 | Sep 3, 2025 |
| Jonathan Edward Farrell | Waltham, Ma | Sep 17, 2025 | Sep 16, 2025 |
The rule
- Registrations ended
- Sep 5, 2025 to Sep 17, 2025
- Registered next
- Sep 3, 2025 to Sep 16, 2025
- Branch state
- MA
- Cities
- 1, most in Waltham, Ma
- Registered there that day
- 3,345 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape