DFX Intelligence
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Team lift-out
2 advisors left C•••••••• C••••••• L•• for L•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jerry Anthony Nigro | Wellesley, Ma | Dec 14, 2023 | Nov 13, 2023 |
| Virginia Elizabeth Aaron | Wellesley, Ma | Dec 14, 2023 | Nov 21, 2023 |
The rule
- Registrations ended
- Dec 14, 2023
- Registered next
- Nov 13, 2023 to Nov 21, 2023
- Branch state
- MA
- Cities
- 1, most in Wellesley, Ma
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape