DFX Intelligence
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Team lift-out
2 advisors left A••••••• F•••••••• G••••• L•• for L•• F•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Allan Krech | Bangor, Me | Jul 2, 2024 | Mar 28, 2024 |
| Timothy D. Haugh | Bangor, Me | Jul 9, 2024 | Mar 29, 2024 |
The rule
- Registrations ended
- Jul 2, 2024 to Jul 9, 2024
- Registered next
- Mar 28, 2024 to Mar 29, 2024
- Branch state
- ME
- Cities
- 1, most in Bangor, Me
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape