DFX Intelligence
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Team lift-out
2 advisors left W••••••• P••••••• • W•• • L•• for W••••••• P••••••• • W••• L••
no RAUMtono RAUMOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Robert Brian Werner | Orchard, Ny | Dec 31, 2016 | Jan 22, 2018 |
| Thomas John Saunders | Orchard, Ny | Dec 31, 2016 | Feb 6, 2016 |
The rule
- Registrations ended
- Dec 31, 2016
- Registered next
- Feb 6, 2016 to Jan 22, 2018
- Branch state
- NY
- Cities
- 1, most in Orchard, Ny
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- a succession within a year (Aug 3, 2017), not necessarily this firm