DFX Intelligence
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Team lift-out
2 advisors left C•••• S•••• F•••••••• G•••• L•• for T••• F••••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kaitlin M Desnoyer | Albuquerque, Nm | Nov 9, 2020 | Nov 2, 2020 |
| Keiko Lambert | Albuquerque, Nm | Nov 9, 2020 | Nov 10, 2020 |
The rule
- Registrations ended
- Nov 9, 2020
- Registered next
- Nov 2, 2020 to Nov 10, 2020
- Branch state
- NM
- Cities
- 1, most in Albuquerque, Nm
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 33%
- Succession by the destination
- none on the tape