DFX Intelligence
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Team lift-out
4 advisors left M•• I•••••••• S•••••••• L•• for T•••••• P•••• A•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Cole Conrad | Elmsford, Ny | Oct 1, 2020 | Dec 15, 2023 |
| James A Salerno | Elmsford, Ny | Oct 1, 2020 | Dec 15, 2023 |
| James Allen Thompson | Elmsford, Ny | Oct 1, 2020 | Oct 23, 2025 |
| Ron Andrew Pac | Elmsford, Ny | Oct 1, 2020 | Dec 15, 2023 |
The rule
- Registrations ended
- Oct 1, 2020
- Registered next
- Dec 15, 2023 to Oct 23, 2025
- Branch state
- NY
- Cities
- 1, most in Elmsford, Ny
- Registered there that day
- 3,507 (people still on IAPD; an estimate)
- Share of that headcount
- 0.1%
- Succession by the destination
- none on the tape