DFX Intelligence
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Team lift-out
2 advisors left S••••• P•••• P••••••• for D••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Robert Ernest Dockendorff | Boston, Ma | Sep 6, 2023 | Aug 18, 2023 |
| Seth David Corkin | Boston, Ma | Sep 6, 2023 | Aug 18, 2023 |
The rule
- Registrations ended
- Sep 6, 2023
- Registered next
- Aug 18, 2023
- Branch state
- MA
- Cities
- 1, most in Boston, Ma
- Registered there that day
- 12 (people still on IAPD; an estimate)
- Share of that headcount
- 17%
- Succession by the destination
- none on the tape