DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for M•••••••• A•••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Justin Gaudino | Boston, Ma | Oct 23, 2020 | Jan 4, 2021 |
| Steven Dimitriou | Westborough, Ma | Oct 23, 2020 | Oct 16, 2020 |
The rule
- Registrations ended
- Oct 23, 2020
- Registered next
- Oct 16, 2020 to Jan 4, 2021
- Branch state
- MA
- Cities
- 2, most in Westborough, Ma
- Registered there that day
- 1,498 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape