DFX Intelligence
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Team lift-out
2 advisors left G••••• I••••••••• A•••••••• L•• for P••••••• I••••••••• L••
unclassifiedtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Robert Lynn Nicholas | Danvers, Ma | Dec 31, 2019 | Dec 18, 2020 |
| Roland Lucien Ouimet | Danvers, Ma | Dec 31, 2019 | Jan 14, 2021 |
The rule
- Registrations ended
- Dec 31, 2019
- Registered next
- Dec 18, 2020 to Jan 14, 2021
- Branch state
- MA
- Cities
- 1, most in Danvers, Ma
- Registered there that day
- 5 (people still on IAPD; an estimate)
- Share of that headcount
- 40%
- Succession by the destination
- none on the tape