DFX Intelligence
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Team lift-out
2 advisors left B••••• G••••• A•••••• N••••••• L•• for D•••• F•••••••• A•••••••• I••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jacob Patrick Defilippo | Kensington, Md | Nov 9, 2021 | Apr 22, 2021 |
| Joseph Anthony Fischetti | Kensington, Md | Nov 9, 2021 | Jan 16, 2024 |
The rule
- Registrations ended
- Nov 9, 2021
- Registered next
- Apr 22, 2021 to Jan 16, 2024
- Branch state
- MD
- Cities
- 1, most in Kensington, Md
- Registered there that day
- 21 (people still on IAPD; an estimate)
- Share of that headcount
- 9.5%
- Succession by the destination
- none on the tape