DFX Intelligence
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Team lift-out
2 advisors left C• A•••••••• L•• for F••••••• W••••• A•••••••• L••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- May 16, 2022
- Registered next
- Mar 8, 2022 to Dec 18, 2024
- Branch state
- MA
- Cities
- 1, most in Boston, Ma
- Registered there that day
- 31 (people still on IAPD; an estimate)
- Share of that headcount
- 6.5%
- Succession by the destination
- none on the tape