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 O•••• F•• I••• for N•••••• A•••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| John Peter Routhier | Boston, Ma | Jul 19, 2019 | Jul 24, 2019 |
| Charles Costa Evangelakos | Boston, Ma | Jul 23, 2019 | Jul 19, 2019 |
The rule
- Registrations ended
- Jul 19, 2019 to Jul 23, 2019
- Registered next
- Jul 19, 2019 to Jul 24, 2019
- Branch state
- MA
- Cities
- 1, most in Boston, Ma
- Registered there that day
- 1,014 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape