DFX Intelligence
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Team lift-out
2 advisors left A••••••• P••••••••• A•••••••• I•• for W••••••••• A••••••• P••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Eugene James Long | Holbrook, Ny | Oct 21, 2021 | Oct 21, 2021 |
| Matthew Robert Coburn | Holbrook, Ny | Oct 21, 2021 | Oct 21, 2021 |
The rule
- Registrations ended
- Oct 21, 2021
- Registered next
- Oct 21, 2021
- Branch state
- NY
- Cities
- 1, most in Holbrook, Ny
- Registered there that day
- 488 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- a succession within a year (Jan 25, 2022), not necessarily this firm