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 S••••• W••••• for N•••••• A•••••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jorge Arturo Flores | Wellesley, Ma | Jun 12, 2023 | May 15, 2023 |
| Sandro Gelfusa | Wellesley, Ma | Jun 12, 2023 | Aug 16, 2023 |
The rule
- Registrations ended
- Jun 12, 2023
- Registered next
- May 15, 2023 to Aug 16, 2023
- Branch state
- MA
- Cities
- 1, most in Wellesley, Ma
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 33%
- Succession by the destination
- none on the tape