DFX Intelligence
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Team lift-out
2 advisors left C••••••••• W•••••• L•• for F••••••••• I••••••••• A••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Edward Michael Botelho | Bristol, Ri | Jun 17, 2025 | Jun 23, 2025 |
| James Pati | Bristol, Ri | Jun 17, 2025 | Jun 20, 2025 |
The rule
- Registrations ended
- Jun 17, 2025
- Registered next
- Jun 20, 2025 to Jun 23, 2025
- Branch state
- RI
- Cities
- 1, most in Bristol, Ri
- Registered there that day
- 202 (people still on IAPD; an estimate)
- Share of that headcount
- 1.0%
- Succession by the destination
- none on the tape