DFX Intelligence
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Team lift-out
2 advisors left V••••• A••••••• C•••• for J••• H•••••• P••••••• F•••••••• S•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Shelly Lynn Lairar | Ottawa | Oct 16, 2024 | Oct 29, 2024 |
| Giacomo Francesco Armiento | Ottawa | Oct 21, 2024 | Nov 12, 2024 |
The rule
- Registrations ended
- Oct 16, 2024 to Oct 21, 2024
- Registered next
- Oct 29, 2024 to Nov 12, 2024
- Branch state
- not given
- Cities
- 1, most in Ottawa
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- Succession by the destination
- none on the tape