DFX Intelligence
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Team lift-out
2 advisors left B••••• H••• A•••••••• L•• for M•••••••• I••••••••• M••••••••• C••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joseph J Trainor | North Andover, Ma | Nov 2, 2023 | Jan 18, 2012 |
| Michael Edwards | North Andover, Ma | Nov 2, 2023 | Jan 18, 2012 |
The rule
- Registrations ended
- Nov 2, 2023
- Registered next
- Jan 18, 2012
- Branch state
- MA
- Cities
- 1, most in North Andover, Ma
- Registered there that day
- 11 (people still on IAPD; an estimate)
- Share of that headcount
- 18%
- Succession by the destination
- none on the tape