DFX Intelligence
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Team lift-out
4 advisors left F••••••• S••••••••• I••• for C••••••• S••••••••• I•••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Adam L. Waldman | New York, Ny | Jun 26, 2025 | Jun 24, 2025 |
| Daniel John Menton | Jackson Heights, Ny | Jun 26, 2025 | Jun 24, 2025 |
| Kamaldai Rahman | Jackson Heights, Ny | Jun 26, 2025 | Jun 24, 2025 |
| Vincenzo Iannucci | New York, Ny | Jun 26, 2025 | Jun 24, 2025 |
The rule
- Registrations ended
- Jun 26, 2025
- Registered next
- Jun 24, 2025
- Branch state
- NY
- Cities
- 2, most in New York, Ny
- Registered there that day
- 34 (people still on IAPD; an estimate)
- Share of that headcount
- 12%
- Succession by the destination
- none on the tape