DFX Intelligence
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Team lift-out
3 advisors left A••••••• P••••••••• A•••••••• I•• for L•• F•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Louis Sal Alfano | Holbrook, Ny | Oct 27, 2022 | Oct 27, 2022 |
| Paul Raymond Moran | Holbrook, Ny | Oct 27, 2022 | Oct 27, 2022 |
| James C. Leo | Holbrook, Ny | Nov 8, 2022 | Nov 8, 2022 |
The rule
- Registrations ended
- Oct 27, 2022 to Nov 8, 2022
- Registered next
- Oct 27, 2022 to Nov 8, 2022
- Branch state
- NY
- Cities
- 1, most in Holbrook, Ny
- Registered there that day
- 495 (people still on IAPD; an estimate)
- Share of that headcount
- 0.6%
- Succession by the destination
- none on the tape