DFX Intelligence
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Team lift-out
2 advisors left T•• P•••••• F•••••••• G••••• L•• for C••••••••• P•••••••• R••••• C•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alfred Louis Boutiette | Walpole, Ma | Aug 12, 2022 | Sep 13, 2022 |
| Jeffrey Alan Monfette | Walpole, Ma | Aug 12, 2022 | May 18, 2023 |
The rule
- Registrations ended
- Aug 12, 2022
- Registered next
- Sep 13, 2022 to May 18, 2023
- Branch state
- MA
- Cities
- 1, most in Walpole, Ma
- Registered there that day
- 53 (people still on IAPD; an estimate)
- Share of that headcount
- 3.8%
- Succession by the destination
- none on the tape