DFX Intelligence

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Team lift-out

3 advisors left W•••• F•••• A••••••• for L•• F•••••••• L••

wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Elysia Gingue DaigneaultSt Johnsbury, VtJun 8, 2020Jun 5, 2020
Jacob David LavelySt Johnsbury, VtJun 8, 2020Jun 5, 2020
Tyler Stacy CahoonSt Johnsbury, VtJun 8, 2020Jun 5, 2020
The rule
Registrations ended
Jun 8, 2020
Registered next
Jun 5, 2020
Branch state
VT
Cities
1, most in St Johnsbury, Vt
Registered there that day
1,492 (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 L•• F•••••••• L••