DFX Intelligence
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Team lift-out
3 advisors left W••••••••• T•••• A••••••• for S•••• H••••• F••••••••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andre Matos Fernandes | Wellesley, Ma | Feb 19, 2018 | Feb 16, 2018 |
| Matthew Douglas Biggar | Wellesley, Ma | Feb 19, 2018 | Feb 16, 2018 |
| William Francis Lefavor | Wellesley, Ma | Feb 19, 2018 | Feb 20, 2018 |
The rule
- Registrations ended
- Feb 19, 2018
- Registered next
- Feb 16, 2018 to Feb 20, 2018
- Branch state
- MA
- Cities
- 1, most in Wellesley, Ma
- Registered there that day
- 8 (people still on IAPD; an estimate)
- Share of that headcount
- 38%
- Succession by the destination
- none on the tape