DFX Intelligence
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Team lift-out
2 advisors left S••••••••• I••••••••• A••••••• L•• for A••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christine H Canapari | Providence, Ri | Mar 7, 2019 | Mar 25, 2019 |
| Megan Mcneill Logee | Providence, Ri | Mar 7, 2019 | Mar 26, 2019 |
The rule
- Registrations ended
- Mar 7, 2019
- Registered next
- Mar 25, 2019 to Mar 26, 2019
- Branch state
- RI
- Cities
- 1, most in Providence, Ri
- Registered there that day
- 8 (people still on IAPD; an estimate)
- Share of that headcount
- 25%
- Succession by the destination
- none on the tape