DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Team lift-out
2 advisors left C••••••• S••••••••• I••• for F••••••• P••••••• A•• W•••••••• A•••••••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daniel C. Helton | Providence, Ri | Sep 3, 2021 | Oct 18, 2021 |
| Robin M Taft | Johnston, Ri | Sep 10, 2021 | Jan 26, 2022 |
| Susan Beagle | Johnston, Ri | Sep 17, 2021 | Oct 18, 2022 |
| Paula Jean Farrell | Johnston, Ri | Sep 27, 2021 | Jan 31, 2024 |
| Stephanie Pacheco | Johnston, Ri | Sep 27, 2021 | Oct 26, 2021 |
The rule
- Registrations ended
- Sep 3, 2021 to Sep 10, 2021
- Registered next
- Oct 18, 2021 to Jan 26, 2022
- Branch state
- RI
- Cities
- 2, most in Providence, Ri
- Registered there that day
- 557 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape