DFX Intelligence
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Team lift-out
2 advisors left F••••••••• F•••••••• M••••••••• G••••• L•• for F••••••• W••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrea Nolan | Foxboro, Ma | Mar 1, 2019 | Feb 25, 2019 |
| Tucker Dunn | Foxboro, Ma | Mar 1, 2019 | May 29, 2019 |
The rule
- Registrations ended
- Mar 1, 2019
- Registered next
- Feb 25, 2019 to May 29, 2019
- Branch state
- MA
- Cities
- 1, most in Foxboro, Ma
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape