DFX Intelligence
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Team lift-out
2 advisors left R•• F••••• W••••• A•••••••• L•• for P••••••• P•••••• W•••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Hugh Patrick Maginnis | Burlington, Ma | Jun 6, 2018 | May 31, 2018 |
| Samuel Mcmanus Kiefer | Burlington, Ma | Jun 6, 2018 | May 31, 2018 |
The rule
- Registrations ended
- Jun 6, 2018
- Registered next
- May 31, 2018
- Branch state
- MA
- Cities
- 1, most in Burlington, 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