DFX Intelligence

RIA Intelligence

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Team lift-out

6 advisors left W•••• F•••• A••••••• for S•••••• P••••••• I••••••••• A•••••••• L••

wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Brittany Anne BeardPortsmouth, NhApr 30, 2018Apr 26, 2018
Daniel Casey SnyderPortsmouth, NhApr 30, 2018Apr 26, 2018
Erika SullivanPortsmouth, NhApr 30, 2018Apr 26, 2018
Thomas James SedoricPortsmouth, NhApr 30, 2018Apr 26, 2018
Michelle Lynn LauderManchester, NhMay 8, 2018May 7, 2018
Wayne Earle MccormickManchester, NhMay 8, 2018May 4, 2018
The rule
Registrations ended
Apr 30, 2018 to May 8, 2018
Registered next
Apr 26, 2018 to May 7, 2018
Branch state
NH
Cities
2, most in Portsmouth, Nh
Registered there that day
14,232 (people still on IAPD; an estimate)
Share of that headcount
0.0%
Succession by the destination
none on the tape
Other teams out of W•••• F•••• A•••••••Other teams into S•••••• P••••••• I••••••••• A•••••••• L••