DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for C••••••••• F•••••••• N••••••
wirehousetonational BDWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| John Philip Zinn | Portland, Me | Oct 1, 2018 | Sep 28, 2018 |
| Sarah Jane Halpin | Portland, Me | Oct 1, 2018 | Sep 28, 2018 |
The rule
- Registrations ended
- Oct 1, 2018
- Registered next
- Sep 28, 2018
- Branch state
- ME
- Cities
- 1, most in Portland, Me
- Registered there that day
- 14,328 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape