DFX Intelligence

RIA Intelligence

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Team lift-out

5 advisors left C•••••••• I••••••••• R••••••• A•••••••• I••• for S••••• W••••• G•••• L••

othertono RAUMOtherderived from registration dates
Members
AdvisorBranchLeftRegistered
Andrew W SchwarzWhite River Junction, VtJan 26, 2016Jan 1, 2025
Erik RandallWhite River Junction, VtJan 26, 2016Aug 17, 2023
Heather Sue MeeksWhite River Jct, VtJan 26, 2016Dec 26, 2024
Katherine AdamsWhite River Junction, VtJan 26, 2016Jan 1, 2025
Abigail HurlburtWhite River Junction, VtJan 27, 2016Aug 22, 2023
The rule
Registrations ended
Jan 26, 2016 to Jan 27, 2016
Registered next
Aug 17, 2023 to Jan 1, 2025
Branch state
VT
Cities
2, most in White River Junction, Vt
Registered there that day
1,646 (people still on IAPD; an estimate)
Share of that headcount
0.3%
Succession by the destination
none on the tape
Other teams out of C•••••••• I••••••••• R••••••• A•••••••• I•••Other teams into S••••• W••••• G•••• L••