DFX Intelligence
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Team lift-out
2 advisors left C• P••••••• C••• for V•••• W••••• P•••••••
independent RIAtostate registeredRIA to a state-registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Amanda Jane Lique | Andover, Ma | Jun 1, 2022 | Apr 13, 2022 |
| Edward Charles Smith | Boston, Ma | Jun 1, 2022 | Apr 13, 2022 |
The rule
- Registrations ended
- Jun 1, 2022
- Registered next
- Apr 13, 2022
- Branch state
- MA
- Cities
- 1, most in Boston, Ma
- Registered there that day
- 25 (people still on IAPD; an estimate)
- Share of that headcount
- 8.0%
- Succession by the destination
- none on the tape