DFX Intelligence
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Team lift-out
2 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for C••••••• S••••••••• I•••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Matthew Phipps | Riverside, Ri | Feb 14, 2019 | Mar 12, 2019 |
| Peter Nicholas Cuddy | Riverside, Ri | Feb 14, 2019 | Dec 10, 2019 |
The rule
- Registrations ended
- Feb 14, 2019
- Registered next
- Mar 12, 2019 to Dec 10, 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