DFX Intelligence
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Team lift-out
2 advisors left G•••••• S•••• W••••• S•••••••• L••• for R••••••••• C•••••• M•••••••••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Keelye Mae St. John | Saratoga Springs, Ny | Mar 2, 2020 | Mar 22, 2021 |
| Jason Mcmillen | Saratoga Springs, Ny | Mar 6, 2020 | Mar 27, 2020 |
The rule
- Registrations ended
- Mar 2, 2020 to Mar 6, 2020
- Registered next
- Mar 27, 2020 to Mar 22, 2021
- Branch state
- NY
- Cities
- 1, most in Saratoga Springs, Ny
- Registered there that day
- 400 (people still on IAPD; an estimate)
- Share of that headcount
- 0.5%
- Succession by the destination
- none on the tape