DFX Intelligence
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Team lift-out
2 advisors left W••••••••• T•••• A••••••• for M••••• S••••••
independent RIAtowirehouseRIA to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kerry Paul Falco | Wellesley, Ma | Jun 22, 2019 | Jun 21, 2019 |
| Maria Anna Staffiere | Wellesley, Ma | Jun 22, 2019 | Jun 24, 2019 |
The rule
- Registrations ended
- Jun 22, 2019
- Registered next
- Jun 21, 2019 to Jun 24, 2019
- Branch state
- MA
- Cities
- 1, most in Wellesley, Ma
- Registered there that day
- 8 (people still on IAPD; an estimate)
- Share of that headcount
- 25%
- Succession by the destination
- none on the tape