DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
3 advisors left M••••• S•••••• for S••••••••• P•••••••• L••
wirehousetono RAUMWirehouse to a newly registered adviser (no RAUM reported yet)derived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christopher K Griffith | Norwell, Ma | Nov 28, 2023 | Nov 17, 2023 |
| Claire Alexandra Smith | Norwell, Ma | Nov 28, 2023 | Nov 17, 2023 |
| Henry Jefferds Wheelwright | Norwell, Ma | Nov 28, 2023 | Nov 17, 2023 |
The rule
- Registrations ended
- Nov 28, 2023
- Registered next
- Nov 17, 2023
- Branch state
- MA
- Cities
- 2, most in Norwell, Ma
- Registered there that day
- 20,324 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape