DFX Intelligence
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Team lift-out
2 advisors left G•••••• F•••••••• P••••••• for K••• P••••• L••
mixed wealthtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jacob Ryan Stewart | Milford, Nh | May 11, 2023 | Jan 23, 2023 |
| Jonathan Jay Edwards | Milford, Nh | May 11, 2023 | Jan 30, 2023 |
The rule
- Registrations ended
- May 11, 2023
- Registered next
- Jan 23, 2023 to Jan 30, 2023
- Branch state
- NH
- Cities
- 1, most in Milford, 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