DFX Intelligence
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Team lift-out
2 advisors left D•••••• I••••••••• A•••••••• I••• for C••••••••• F•••••••• N••••••
unclassifiedtonational BDOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jeffery Todd Sutton | Wellesley, Ma | May 14, 2018 | Aug 2, 2018 |
| Richard Martin Sotell | Wellesley, Ma | May 14, 2018 | Aug 13, 2018 |
The rule
- Registrations ended
- May 14, 2018
- Registered next
- Aug 2, 2018 to Aug 13, 2018
- Branch state
- MA
- Cities
- 1, most in Wellesley, Ma
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- a succession within a year (Aug 10, 2017), not necessarily this firm