DFX Intelligence
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Team lift-out
3 advisors left B••••• A••••••• G••••• I••• for S•• A•••••••• L••
independent RIAtostate registeredRIA to a state-registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bradley Steven Bechok | Lincoln, Ri | Oct 28, 2022 | Apr 27, 2023 |
| Glenn Stuart Logan | Lincoln, Ri | Oct 28, 2022 | Apr 27, 2023 |
| Ronald Scott Sanderson | Lincoln, Ri | Oct 28, 2022 | Apr 27, 2023 |
The rule
- Registrations ended
- Oct 28, 2022
- Registered next
- Apr 27, 2023
- Branch state
- RI
- Cities
- 1, most in Lincoln, Ri
- Registered there that day
- 8 (people still on IAPD; an estimate)
- Share of that headcount
- 38%
- Succession by the destination
- none on the tape