DFX Intelligence

RIA Intelligence

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Team lift-out

9 advisors left J••• M••••• P•••••• W••••• A••••••• L•• for R••••••••• C•••••• M•••••••••

BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
AdvisorBranchLeftRegistered
Alexander Maclean LynchNew York, NyMay 16, 2023Apr 25, 2023
Alexandra Amoruso KennedyNew York, NyMay 16, 2023Apr 19, 2023
Gavin Samuel AbramsNew York, NyMay 16, 2023Apr 19, 2023
Gregory Maxwell GoldsteinNew York, NyMay 16, 2023Apr 19, 2023
Harrison Bennett DaleNew York, NyMay 16, 2023Apr 19, 2023
Joseph Richard KissingerNew York, NyMay 16, 2023Apr 19, 2023
Larry Lee RothenbergNew York, NyMay 16, 2023Apr 19, 2023
Neev Hitesh MittalNew York, NyMay 16, 2023Apr 19, 2023
Samuel Haggis HodgsonNew York, NyMay 16, 2023Apr 19, 2023
The rule
Registrations ended
May 16, 2023
Registered next
Apr 19, 2023 to Apr 25, 2023
Branch state
NY
Cities
1, most in New York, Ny
Registered there that day
640 (people still on IAPD; an estimate)
Share of that headcount
1.4%
Succession by the destination
none on the tape
Other teams out of J••• M••••• P•••••• W••••• A••••••• L••Other teams into R••••••••• C•••••• M•••••••••