DFX Intelligence
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Team lift-out
3 advisors left T• A••••••••• I••••••••• M••••••••• L•• for J••• M••••• S••••••••• L••
independent RIAtowirehouseRIA to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Alejandro Cebrian | Smithtown, Ny | Dec 31, 2020 | Jan 25, 2021 |
| Matthew R. Coughlin | Forest Hills, Ny | Dec 31, 2020 | Jul 20, 2021 |
| Alipio Figueroa | Forest Hills, Ny | Jan 11, 2021 | Apr 17, 2021 |
The rule
- Registrations ended
- Dec 31, 2020 to Jan 11, 2021
- Registered next
- Jan 25, 2021 to Jul 20, 2021
- Branch state
- NY
- Cities
- 2, most in Forest Hills, 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