DFX Intelligence
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Team lift-out
2 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for S•••••• P••••••• I••••••••• A•••••••• L••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Kevin Walter Taube | Manchester, Nh | Nov 5, 2019 | Nov 1, 2019 |
| Ashley Nicole Berberian | Manchester, Nh | Nov 7, 2019 | Nov 1, 2019 |
The rule
- Registrations ended
- Nov 5, 2019 to Nov 7, 2019
- Registered next
- Nov 1, 2019
- Branch state
- NH
- Cities
- 1, most in Manchester, Nh
- Registered there that day
- 21,353 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape