DFX Intelligence
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Team lift-out
2 advisors left W••••• for M••••• A•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Allison Elizabeth Loring | Pittsfield, Ma | Dec 7, 2023 | Nov 29, 2023 |
| Paul Alexander Farella | Pittsfield, Ma | Dec 20, 2023 | Oct 2, 2023 |
The rule
- Registrations ended
- Dec 7, 2023 to Dec 20, 2023
- Registered next
- Oct 2, 2023 to Nov 29, 2023
- Branch state
- MA
- Cities
- 1, most in Pittsfield, Ma
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- Succession by the destination
- none on the tape