DFX Intelligence
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Team lift-out
2 advisors left S••••• F•••••••• M••••••••• C••••••••• for E•••••••• M••••••••• C•••
othertoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Neal Leggett | Wellesley, Ma | Apr 14, 2020 | Nov 5, 2019 |
| Kimberly Louree Leggett | Wellesley, Ma | Apr 14, 2020 | Nov 5, 2019 |
The rule
- Registrations ended
- Apr 14, 2020
- Registered next
- Nov 5, 2019
- Branch state
- MA
- Cities
- 1, most in Wellesley, 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