DFX Intelligence
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Team lift-out
2 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for 4• N•••• C••••••• L••
wirehousetono RAUMWirehouse to a newly registered adviser (no RAUM reported yet)derived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jonathan A Landry | Burlington, Vt | Sep 9, 2023 | Dec 3, 2023 |
| Alexandra Kaknes Forest | Burlington, Vt | Sep 12, 2023 | Jan 1, 2025 |
The rule
- Registrations ended
- Sep 9, 2023 to Sep 12, 2023
- Registered next
- Dec 3, 2023 to Jan 1, 2025
- Branch state
- VT
- Cities
- 1, most in Burlington, Vt
- Registered there that day
- 23,642 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape