DFX Intelligence
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Team lift-out
2 advisors left M•••••••• A••••••• for P••••• C•••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Damien Thomas Depeter | Boston, Ma | Jun 30, 2023 | Jun 26, 2023 |
| Michael Joseph Mccarthy | Boston, Ma | Jun 30, 2023 | Jun 26, 2023 |
The rule
- Registrations ended
- Jun 30, 2023
- Registered next
- Jun 26, 2023
- Branch state
- MA
- Cities
- 1, most in Boston, Ma
- Registered there that day
- 25 (people still on IAPD; an estimate)
- Share of that headcount
- 8.0%
- Succession by the destination
- none on the tape