DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
2 advisors left P••••••• U••••• A•••••••• I••• for M•••••• W••••• M•••••••••
mixed wealthtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bethany J Dubuque | Burlington, Vt | Sep 10, 2021 | Apr 12, 2023 |
| Jeffrey Blake Nowell | Burlington, Vt | Sep 10, 2021 | Sep 24, 2021 |
The rule
- Registrations ended
- Sep 10, 2021
- Registered next
- Sep 24, 2021 to Apr 12, 2023
- Branch state
- VT
- Cities
- 1, most in Burlington, Vt
- Registered there that day
- 74 (people still on IAPD; an estimate)
- Share of that headcount
- 2.7%
- Succession by the destination
- none on the tape