DFX Intelligence

RIA Intelligence

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Team lift-out

4 advisors left F••••••• S••••••••• I••• for C•••••• G•••• • C• I••

independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
AdvisorBranchLeftRegistered
Bonnie L. MauteGarden City, NyJun 1, 2023May 30, 2023
Edwin Keith MilnerGarden City, NyJun 1, 2023May 30, 2023
Jason Mark KurzGarden City, NyJun 1, 2023May 30, 2023
Laura Michelle PalaciosGarden City, NyJun 1, 2023May 30, 2023
The rule
Registrations ended
Jun 1, 2023
Registered next
May 30, 2023
Branch state
NY
Cities
1, most in Garden City, Ny
Registered there that day
24 (people still on IAPD; an estimate)
Share of that headcount
17%
Succession by the destination
none on the tape
Other teams out of F••••••• S••••••••• I•••Other teams into C•••••• G•••• • C• I••