DFX Intelligence

RIA Intelligence

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Team lift-out

3 advisors left W•••• F•••• A••••••• for T•• W••••• M•••••••••

wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
James Donald AbagisNashua, NhNov 6, 2018Nov 7, 2018
Melanie Lynn LavigneNashua, NhNov 6, 2018Nov 7, 2018
Michael George CeratoNashua, NhNov 6, 2018Nov 7, 2018
The rule
Registrations ended
Nov 6, 2018
Registered next
Nov 7, 2018
Branch state
NH
Cities
1, most in Nashua, Nh
Registered there that day
1,330 (people still on IAPD; an estimate)
Share of that headcount
0.2%
Succession by the destination
none on the tape
Other teams out of W•••• F•••• A•••••••Other teams into T•• W••••• M•••••••••