DFX Intelligence
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Team lift-out
2 advisors left O•••••••• • L••••••• I••• for C•••••••• I••••••••• R••••••• A•••••••• I•••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christopher James Seeley | Milton, Ma | Dec 14, 2018 | Nov 20, 2018 |
| Michael Stein | Springfield, Ma | Dec 14, 2018 | Dec 14, 2018 |
The rule
- Registrations ended
- Dec 14, 2018
- Registered next
- Nov 20, 2018 to Dec 14, 2018
- Branch state
- MA
- Cities
- 2, most in Springfield, Ma
- Registered there that day
- 10 (people still on IAPD; an estimate)
- Share of that headcount
- 20%
- Succession by the destination
- none on the tape