DFX Intelligence
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Team lift-out
2 advisors left C•••••••• W••••• for F•••• P••••••• W•••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian S Glick | North Andover, Ma | Jul 25, 2024 | Jun 4, 2024 |
| Christopher James Wilde | North Andover, Ma | Jul 25, 2024 | Jun 10, 2024 |
| John Peter Routhier | North Andover, Ma | Jul 25, 2024 | Jun 3, 2024 |
The rule
- Registrations ended
- Jul 25, 2024
- Registered next
- Jun 4, 2024 to Jun 10, 2024
- Branch state
- MA
- Cities
- 1, most in North Andover, Ma
- Registered there that day
- 45 (people still on IAPD; an estimate)
- Share of that headcount
- 4.4%
- Succession by the destination
- none on the tape