DFX Intelligence
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Team lift-out
2 advisors left R••• B•••••••• • C• L•• for C••••••
asset managertoBD affiliatedOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Jeffrey Neil Bluestein | New York, Ny | Jul 3, 2023 | Dec 2, 2022 |
| Randal Ian Goldstein | New York, Ny | Jul 3, 2023 | Dec 2, 2022 |
The rule
- Registrations ended
- Jul 3, 2023
- Registered next
- Dec 2, 2022
- Branch state
- NY
- Cities
- 1, most in New York, Ny
- Registered there that day
- 9 (people still on IAPD; an estimate)
- Share of that headcount
- 22%
- Succession by the destination
- a succession within a year (Oct 20, 2023), not necessarily this firm