DFX Intelligence
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Team lift-out
2 advisors left R•• R•••••••• L•• for W••••• E••••••••• A••••••• S•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| John Anthony Geraghty | New York, Ny | Aug 28, 2023 | Aug 1, 2023 |
| Neal Rubin | New York, Ny | Aug 28, 2023 | Aug 1, 2023 |
The rule
- Registrations ended
- Aug 28, 2023
- Registered next
- Aug 1, 2023
- Branch state
- NY
- Cities
- 1, most in New York, Ny
- Registered there that day
- 117 (people still on IAPD; an estimate)
- Share of that headcount
- 1.7%
- Succession by the destination
- none on the tape