DFX Intelligence
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Team lift-out
2 advisors left B••• B••• L•• for F•• H••• W••••• M•••••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Eric Christopher Benz | Dedham, Ma | Jul 14, 2022 | Aug 10, 2022 |
| William Ryan | Dedham, Ma | Jul 14, 2022 | Aug 10, 2022 |
The rule
- Registrations ended
- Jul 14, 2022
- Registered next
- Aug 10, 2022
- Branch state
- MA
- Cities
- 1, most in Dedham, Ma
- Registered there that day
- 12 (people still on IAPD; an estimate)
- Share of that headcount
- 17%
- Succession by the destination
- none on the tape