DFX Intelligence
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Team lift-out
2 advisors left T•• P•••••• F•••••••• G••••• L•• for B•• C••••• A•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jacob D Murray | Walpole, Ma | Dec 11, 2023 | Nov 29, 2023 |
| Matthew Michael Graham | Walpole, Ma | Dec 12, 2023 | Mar 8, 2024 |
The rule
- Registrations ended
- Dec 11, 2023 to Dec 12, 2023
- Registered next
- Nov 29, 2023 to Mar 8, 2024
- Branch state
- MA
- Cities
- 1, most in Walpole, Ma
- Registered there that day
- 45 (people still on IAPD; an estimate)
- Share of that headcount
- 4.4%
- Succession by the destination
- none on the tape