DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left U•• F•••••••• S••••••• I••• for P••••• C•••••• A•••••••• L••

wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Ali Danielle LaflammeBoston, MaMay 25, 2021May 14, 2021
Joseph Arthur CullenBoston, MaMay 25, 2021May 14, 2021
Ryner Lee GorowskyBoston, MaMay 25, 2021May 14, 2021
Shannon Nicole SmithWellesley, MaJun 1, 2021May 25, 2021
The rule
Registrations ended
May 25, 2021 to Jun 1, 2021
Registered next
May 14, 2021 to May 25, 2021
Branch state
MA
Cities
2, most in Boston, Ma
Registered there that day
7,848 (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 P••••• C•••••• A•••••••• L••