DFX Intelligence
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Team lift-out
2 advisors left A••••••• P••••••••• A•••••••• I•• for W••••• M••••••••• G••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Adam Michael Mark | Holbrook, Ny | Aug 25, 2020 | Jan 19, 2017 |
| William Thomas Tortorice | Holbrook, Ny | Aug 25, 2020 | Oct 9, 2019 |
The rule
- Registrations ended
- Aug 25, 2020
- Registered next
- Jan 19, 2017 to Oct 9, 2019
- Branch state
- NY
- Cities
- 1, most in Holbrook, Ny
- Registered there that day
- 450 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape