DFX Intelligence
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Team lift-out
2 advisors left T•• P•••••• F•••••••• G••••• L•• for S••••• W•••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jude J Kostas | Westborough, Ma | Sep 27, 2023 | May 21, 2024 |
| Rhonda Bernier | Walpole, Ma | Sep 27, 2023 | Mar 29, 2024 |
The rule
- Registrations ended
- Sep 27, 2023
- Registered next
- Mar 29, 2024 to May 21, 2024
- Branch state
- MA
- Cities
- 2, most in Westborough, Ma
- Registered there that day
- 48 (people still on IAPD; an estimate)
- Share of that headcount
- 4.2%
- Succession by the destination
- none on the tape