DFX Intelligence
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Team lift-out
2 advisors left W••••••• E•••• • C••••••• I••• for M••••••• P•••••• W••••• S••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Douglas Edward White | Boston, Ma | Apr 13, 2021 | May 23, 2011 |
| Kimberly Anne Figenbaum | Boston, Ma | Apr 13, 2021 | Feb 15, 2012 |
The rule
- Registrations ended
- Apr 13, 2021
- Registered next
- May 23, 2011 to Feb 15, 2012
- Branch state
- MA
- Cities
- 1, most in Boston, Ma
- Registered there that day
- 18 (people still on IAPD; an estimate)
- Share of that headcount
- 11%
- Succession by the destination
- none on the tape