DFX Intelligence
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Team lift-out
2 advisors left M•••• W••••• M••••••••• L•• for E• W••••• A•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian Patrick Mulvey | Westwood, Ma | Sep 27, 2022 | Jul 3, 2024 |
| Patrick Eugene Donovan | Westwood, Ma | Sep 27, 2022 | Jan 9, 2024 |
The rule
- Registrations ended
- Sep 27, 2022
- Registered next
- Jan 9, 2024 to Jul 3, 2024
- Branch state
- MA
- Cities
- 1, most in Westwood, Ma
- Registered there that day
- 3 (people still on IAPD; an estimate)
- Share of that headcount
- 67%
- Succession by the destination
- none on the tape