DFX Intelligence
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Team lift-out
2 advisors left L•• F•••••••• L•• for T•• P•••••• F•••••••• G••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Michael Odonnell | Westborough, Ma | Jul 3, 2018 | Oct 6, 2014 |
| Diane K Rule | Essex, Ma | Jul 5, 2018 | Jan 6, 2017 |
The rule
- Registrations ended
- Jul 3, 2018 to Jul 5, 2018
- Registered next
- Oct 6, 2014 to Jan 6, 2017
- Branch state
- MA
- Cities
- 2, most in Westborough, Ma
- Registered there that day
- 7,913 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape