DFX Intelligence
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Team lift-out
6 advisors left B••••••• F•••••••• P••••••• L•• for A••••••••• I••••••••• M•••••
independent RIAtootherOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brandon M Anderson | Needham, Ma | Dec 31, 2019 | Jan 30, 2020 |
| Brendan Dennis Ryan | Wellesley Hills, Ma | Dec 31, 2019 | Jan 23, 2020 |
| Courtney Arlene Doyle | Needham, Ma | Dec 31, 2019 | Jan 23, 2020 |
| Denis John Rezendes | Needham, Ma | Dec 31, 2019 | Feb 7, 2020 |
| James John Bulger | Needham, Ma | Dec 31, 2019 | Feb 4, 2020 |
| Ryan Joseph Allessio | Needham, Ma | Dec 31, 2019 | Jan 23, 2020 |
The rule
- Registrations ended
- Dec 31, 2019
- Registered next
- Jan 23, 2020 to Feb 7, 2020
- Branch state
- MA
- Cities
- 2, most in Needham, Ma
- Registered there that day
- 25 (people still on IAPD; an estimate)
- Share of that headcount
- 24%
- Succession by the destination
- none on the tape