DFX Intelligence
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Team lift-out
2 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for T• A••••••••• I••••••••• M••••••••• L••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Paul Bracy | Riverside, Ri | Feb 14, 2019 | Jul 24, 2019 |
| Thomas Jason Worsley | Riverside, Ri | Feb 14, 2019 | Nov 13, 2019 |
The rule
- Registrations ended
- Feb 14, 2019
- Registered next
- Jul 24, 2019 to Nov 13, 2019
- Branch state
- RI
- Cities
- 1, most in Riverside, Ri
- Registered there that day
- 20,957 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape