DFX Intelligence
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Team lift-out
5 advisors left W•••• F•••• A••••••• for S•••••• P••••••• I••••••••• A•••••••• L••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Adam Dunbar | Auburn, Me | Jan 22, 2019 | Jan 17, 2019 |
| Christine M Balfour | Portland, Me | Jan 22, 2019 | Jan 17, 2019 |
| Jacqueline Doris Gervais | Auburn, Me | Jan 22, 2019 | Jan 17, 2019 |
| James Andrew Nylund | Portland, Me | Jan 22, 2019 | Jan 17, 2019 |
| Ralph Coleman Good | Portland, Me | Jan 22, 2019 | Jan 17, 2019 |
The rule
- Registrations ended
- Jan 22, 2019
- Registered next
- Jan 17, 2019
- Branch state
- ME
- Cities
- 2, most in Portland, Me
- Registered there that day
- 14,278 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape