DFX Intelligence
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Team lift-out
2 advisors left K••••• C•••••• A•••••••• L•• for P•••••• • W••••• M••••••••• A•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| George Paul Webb | Wellesley, Ma | Dec 8, 2020 | Jul 11, 2020 |
| Neil Graham Mcinnis | Waltham, Ma | Dec 8, 2020 | Jul 11, 2020 |
The rule
- Registrations ended
- Dec 8, 2020
- Registered next
- Jul 11, 2020
- Branch state
- MA
- Cities
- 2, most in Waltham, Ma
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 33%
- Succession by the destination
- none on the tape