DFX Intelligence
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Team lift-out
2 advisors left A••••••• R••••••• • M••••••••• C• for B•••••• W••••• P•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew Fletcher Mcintire | Marion, Ma | Oct 19, 2022 | Oct 14, 2022 |
| Eric Haakon Strand | Marion, Ma | Oct 19, 2022 | Oct 17, 2022 |
The rule
- Registrations ended
- Oct 19, 2022
- Registered next
- Oct 14, 2022 to Oct 17, 2022
- Branch state
- MA
- Cities
- 1, most in Marion, Ma
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape