DFX Intelligence

RIA Intelligence

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Team lift-out

5 advisors left U•• F•••••••• S••••••• I••• for A•••••• W••••• M••••••••• L••

wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Briana Michelle AndreoniPortland, MeSep 7, 2021Aug 26, 2021
Justin S CoffinPortland, MeSep 7, 2021Aug 26, 2021
Paul Francis SpizzuocoRockland, MeSep 7, 2021Aug 26, 2021
Timothy Deane HiscockPortland, MeSep 7, 2021Aug 26, 2021
William Torey CarrPortland, MeSep 7, 2021Aug 26, 2021
The rule
Registrations ended
Sep 7, 2021
Registered next
Aug 26, 2021
Branch state
ME
Cities
2, most in Portland, Me
Registered there that day
7,877 (people still on IAPD; an estimate)
Share of that headcount
0.1%
Succession by the destination
none on the tape
Other teams out of U•• F•••••••• S••••••• I•••Other teams into A•••••• W••••• M••••••••• L••