DFX Intelligence
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Team lift-out
2 advisors left R•• C•••••• A•••••••• L•• for P••••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Arthur Xavier Duffy | Providence, Ri | Mar 8, 2023 | Mar 9, 2023 |
| Matthew Andrew Thibault | Providence, Ri | Mar 8, 2023 | Mar 10, 2023 |
The rule
- Registrations ended
- Mar 8, 2023
- Registered next
- Mar 9, 2023 to Mar 10, 2023
- Branch state
- RI
- Cities
- 1, most in Providence, Ri
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape