DFX Intelligence
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Team lift-out
3 advisors left A••••••• P••••••••• A•••••••• I•• for N•••••• A•••••••• I•••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Buddy Martin Levy | Holbrook, Ny | Jan 5, 2023 | Dec 22, 2022 |
| Daniel Peter Larsen | Holbrook, Ny | Jan 5, 2023 | Dec 21, 2022 |
| Evan Joshua Levy | Holbrook, Ny | Jan 5, 2023 | Dec 21, 2022 |
The rule
- Registrations ended
- Jan 5, 2023
- Registered next
- Dec 21, 2022 to Dec 22, 2022
- Branch state
- NY
- Cities
- 1, most in Holbrook, Ny
- Registered there that day
- 482 (people still on IAPD; an estimate)
- Share of that headcount
- 0.6%
- Succession by the destination
- none on the tape