DFX Intelligence
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Team lift-out
2 advisors left E••••• J•••• for W•••• F•••• A•••••••
national BDtowirehouseAffiliated broker-dealer or bank to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Matt Calhoun | Montpelier, Vt | Jul 27, 2021 | Jul 26, 2021 |
| Morgan Augustus Adams | Colchester, Vt | Jul 27, 2021 | Jul 26, 2021 |
The rule
- Registrations ended
- Jul 27, 2021
- Registered next
- Jul 26, 2021
- Branch state
- VT
- Cities
- 2, most in Montpelier, Vt
- Registered there that day
- 17,937 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape