DFX Intelligence
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Team lift-out
2 advisors left L•••• A•••••••• I••• for W••••••••• A•••••••
unclassifiedtoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Meghan Bergman | New York, Ny | Sep 5, 2018 | Aug 30, 2021 |
| Rick Pierce Van Benschoten | New York, Ny | Sep 5, 2018 | Sep 3, 2021 |
The rule
- Registrations ended
- Sep 5, 2018
- Registered next
- Aug 30, 2021 to Sep 3, 2021
- Branch state
- NY
- Cities
- 1, most in New York, Ny
- Registered there that day
- 18 (people still on IAPD; an estimate)
- Share of that headcount
- 11%
- Succession by the destination
- none on the tape