DFX Intelligence
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Team lift-out
2 advisors left C•••••••• C•••••• M••••••••• L•• for E• W••••• A•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jeffrey Gaylord Burch | Brunswick, Me | Feb 14, 2023 | Feb 13, 2023 |
| Scott Edward Upham | Brunswick, Me | Feb 14, 2023 | Feb 6, 2023 |
The rule
- Registrations ended
- Feb 14, 2023
- Registered next
- Feb 6, 2023 to Feb 13, 2023
- Branch state
- ME
- Cities
- 1, most in Brunswick, Me
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape