DFX Intelligence
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Team lift-out
2 advisors left L•••••••• T••••••• A•••• M••••••••• I•• for B• R•••• W••••• A•••••••• I•••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Michael Anthony Tretola | Melville, Ny | Dec 31, 2020 | Jan 5, 2021 |
| Stanley Jay Goldring | New York, Ny | Dec 31, 2020 | Jan 11, 2021 |
The rule
- Registrations ended
- Dec 31, 2020
- Registered next
- Jan 5, 2021 to Jan 11, 2021
- Branch state
- NY
- Cities
- 2, most in New York, Ny
- Registered there that day
- 16 (people still on IAPD; an estimate)
- Share of that headcount
- 13%
- Succession by the destination
- none on the tape