DFX Intelligence
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Team lift-out
2 advisors left L••• I••••••••• L•• for L•••••• I•••••••••
independent RIAtoasset managerOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jay C. Willadsen | Boston, Ma | Mar 29, 2022 | Mar 17, 2022 |
| R. Todd Vingers | Boston, Ma | Mar 29, 2022 | Mar 28, 2022 |
The rule
- Registrations ended
- Mar 29, 2022
- Registered next
- Mar 17, 2022 to Mar 28, 2022
- Branch state
- MA
- Cities
- 1, most in Boston, Ma
- Registered there that day
- 7 (people still on IAPD; an estimate)
- Share of that headcount
- 29%
- Succession by the destination
- none on the tape