DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for A••• W•••••• L••
wirehousetono RAUMWirehouse to a newly registered adviser (no RAUM reported yet)derived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joseph Robert Skees | Portsmouth, Nh | Jun 17, 2015 | Jun 23, 2015 |
| Paul Stephen Stanley | Portsmouth, Nh | Jun 17, 2015 | Jun 23, 2015 |
The rule
- Registrations ended
- Jun 17, 2015
- Registered next
- Jun 23, 2015
- Branch state
- NH
- Cities
- 1, most in Portsmouth, Nh
- Registered there that day
- 1,192 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- a succession within a year (Jun 15, 2015), not necessarily this firm