DFX Intelligence

RIA Intelligence

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Team lift-out

2 advisors left C•••••• C•••••• F•••••••• P•••••••• L•• for M•••••• W••••• M••••••••• L•

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Carroll William HayesNeedham, MaMar 18, 2024Mar 27, 2024
George Andrew ConwayNeedham, MaMar 18, 2024Mar 27, 2024
The rule
Registrations ended
Mar 18, 2024
Registered next
Mar 27, 2024
Branch state
MA
Cities
1, most in Needham, 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
Other teams out of C•••••• C•••••• F•••••••• P•••••••• L••Other teams into M•••••• W••••• M••••••••• L•