DFX Intelligence
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Team lift-out
2 advisors left M••••• S•••••• I••••••••• M••••••••• I••• for I•••••• I••••••••• M••••••••• L••
asset managertoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Marshall Van Kaplan | New York, Ny | Oct 30, 2018 | Aug 10, 2026 |
| Rochelle Faye Wagenheim | New York, Ny | Oct 30, 2018 | Aug 10, 2026 |
The rule
- Registrations ended
- Oct 30, 2018
- Registered next
- Aug 10, 2026
- Branch state
- NY
- Cities
- 1, most in New York, Ny
- Registered there that day
- 17 (people still on IAPD; an estimate)
- Share of that headcount
- 12%
- Succession by the destination
- none on the tape