DFX Intelligence
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Team lift-out
2 advisors left M••••• S•••••• for I••••••••• A••••••• N•••••• L••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Justin P Bernier | West Hartford, Ct | Jan 13, 2021 | Jan 8, 2021 |
| Patrick M Kennedy | West Hartford, Ct | Jan 19, 2021 | Jan 8, 2021 |
The rule
- Registrations ended
- Jan 13, 2021 to Jan 19, 2021
- Registered next
- Jan 8, 2021
- Branch state
- CT
- Cities
- 1, most in West Hartford, Ct
- Registered there that day
- 16,706 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape