DFX Intelligence
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Team lift-out
2 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for F••••••• P••••••• A•• W•••••••• A•••••••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Bryan Lopez | Riverside, Ri | Aug 6, 2021 | Jun 30, 2023 |
| Zachary Goslin | Riverside, Ri | Aug 17, 2021 | Nov 23, 2021 |
| Matthew Thomas Lee | Riverside, Ri | Aug 26, 2021 | Oct 4, 2021 |
The rule
- Registrations ended
- Aug 6, 2021 to Aug 17, 2021
- Registered next
- Nov 23, 2021 to Jun 30, 2023
- Branch state
- RI
- Cities
- 1, most in Riverside, Ri
- Registered there that day
- 22,187 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape