DFX Intelligence
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Team lift-out
3 advisors left W•••• F•••• A••••••• for B••••••• F• E•••••• • C••••••• I•••••••••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Eric Christopher Brown | Newport, Ri | May 29, 2024 | May 23, 2024 |
| James A Tollefson | Newport, Ri | May 29, 2024 | May 23, 2024 |
| Stacey Wiegand Tollefson | Newport, Ri | May 29, 2024 | May 23, 2024 |
The rule
- Registrations ended
- May 29, 2024
- Registered next
- May 23, 2024
- Branch state
- RI
- Cities
- 1, most in Newport, Ri
- Registered there that day
- 13,615 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape