DFX Intelligence

RIA Intelligence

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Team lift-out

6 advisors left R•••• T•••• W••••• M••••••••• for C••••• P••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Aimee AdlerNew York, NyDec 2, 2022Jan 3, 2023
Christopher Joseph TursoNew York, NyDec 2, 2022Feb 7, 2024
Justin GiaconaNew York, NyDec 2, 2022Feb 28, 2023
Marianne Shakira RodriguezNew York, NyDec 5, 2022Dec 2, 2022
Bruce Allen HydeNew York, NyDec 6, 2022Dec 2, 2022
Frederic A BehrensNew York, NyDec 6, 2022Dec 2, 2022
The rule
Registrations ended
Dec 2, 2022 to Dec 6, 2022
Registered next
Dec 2, 2022 to Feb 7, 2024
Branch state
NY
Cities
1, most in New York, Ny
Registered there that day
16 (people still on IAPD; an estimate)
Share of that headcount
38%
Succession by the destination
none on the tape
Other teams out of R•••• T•••• W••••• M•••••••••Other teams into C••••• P••••••• L••