DFX Intelligence
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Team lift-out
2 advisors left T••••• W••••• M••••••••• P••••••• for M••••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Hugh Russell Taylor | Cambridge, Ma | Oct 3, 2022 | Jul 1, 2022 |
| Kyle James Neidhardt | Cambridge, Ma | Oct 3, 2022 | Jul 1, 2022 |
The rule
- Registrations ended
- Oct 3, 2022
- Registered next
- Jul 1, 2022
- Branch state
- MA
- Cities
- 1, most in Cambridge, Ma
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape