DFX Intelligence
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Team lift-out
3 advisors left V••••• F•••••••• M••••••••• I••• for V••••• W••••• M•••••••• I•••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian Mark Stigliano | New York, Ny | Jul 26, 2023 | Jul 27, 2023 |
| Dov Katz | New York, Ny | Jul 26, 2023 | Jul 20, 2023 |
| Elliot Ross Poretzky | New York, Ny | Jul 26, 2023 | Jul 27, 2023 |
The rule
- Registrations ended
- Jul 26, 2023
- Registered next
- Jul 20, 2023 to Jul 27, 2023
- Branch state
- NY
- Cities
- 1, most in New York, Ny
- Registered there that day
- 11 (people still on IAPD; an estimate)
- Share of that headcount
- 27%
- Succession by the destination
- none on the tape