DFX Intelligence
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Team lift-out
2 advisors left T• A••••••••• I••••••••• M••••••••• L•• for T• P•••••• C••••• W••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Robert Mantle | Smithtown, Ny | Dec 31, 2020 | Jan 4, 2023 |
| Thomas Schilling | Garden City, Ny | Dec 31, 2020 | Jul 22, 2021 |
The rule
- Registrations ended
- Dec 31, 2020
- Registered next
- Jul 22, 2021 to Jan 4, 2023
- Branch state
- NY
- Cities
- 2, most in Garden City, Ny
- Registered there that day
- 1,294 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape