DFX Intelligence
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Team lift-out
2 advisors left V•••• C••••••• L•• for R•••••••• S•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Avi Deutsch | Concord, Ma | Dec 20, 2022 | Dec 13, 2022 |
| Brandon E Frye | Waltham, Ma | Dec 20, 2022 | Dec 9, 2022 |
| Janet Lyn Shetty | Waltham, Ma | Dec 20, 2022 | Dec 9, 2022 |
The rule
- Registrations ended
- Dec 20, 2022
- Registered next
- Dec 9, 2022
- Branch state
- MA
- Cities
- 1, most in Waltham, 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