DFX Intelligence
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Team lift-out
3 advisors left C•••••• G•••• • C• I•• for A••••••• I••••••••• P••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Barbara Magor Deel | Jericho, Ny | Jul 10, 2025 | Jul 12, 2012 |
| Brett Lawrence Goldstein | Melville, Ny | Jul 10, 2025 | Jun 28, 2021 |
| Brian Thomas Amato | Garden City, Ny | Jul 10, 2025 | Jun 14, 2021 |
| Lee Evan Rosenberg | Syracuse, Ny | Jul 10, 2025 | Feb 11, 2011 |
The rule
- Registrations ended
- Jul 10, 2025
- Registered next
- Jul 12, 2012 to Jun 28, 2021
- Branch state
- NY
- Cities
- 3, most in Jericho, Ny
- Registered there that day
- 377 (people still on IAPD; an estimate)
- Share of that headcount
- 0.8%
- Succession by the destination
- none on the tape