DFX Intelligence
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Team lift-out
2 advisors left C••••• A•••••• N••••••• L•• for P•••••• A•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Michael Patrick Gore | Framingham, Ma | Dec 14, 2021 | Dec 23, 2021 |
| Robert Earle Whitney | Framingham, Ma | Dec 14, 2021 | Dec 23, 2021 |
The rule
- Registrations ended
- Dec 14, 2021
- Registered next
- Dec 23, 2021
- Branch state
- MA
- Cities
- 1, most in Framingham, Ma
- Registered there that day
- 504 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape