DFX Intelligence
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Team lift-out
2 advisors left P•••••• A•••••••• L•• for C••••••• P•••••• W•••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jeffrey James Egizi | Kensington, Nh | Oct 3, 2022 | Oct 3, 2022 |
| Sean Michael Mcmullen | Kensington, Nh | Oct 3, 2022 | Oct 1, 2022 |
The rule
- Registrations ended
- Oct 3, 2022
- Registered next
- Oct 1, 2022 to Oct 3, 2022
- Branch state
- NH
- Cities
- 1, most in Kensington, Nh
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape