DFX Intelligence
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Team lift-out
2 advisors left P•••••• A•••••••• L•• for P•••••• I••••••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Michael Patrick Gore | Framingham, Ma | May 31, 2023 | Apr 5, 2023 |
| Robert Earle Whitney | Framingham, Ma | May 31, 2023 | Apr 12, 2023 |
The rule
- Registrations ended
- May 31, 2023
- Registered next
- Apr 5, 2023 to Apr 12, 2023
- Branch state
- MA
- Cities
- 1, most in Framingham, Ma
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape