DFX Intelligence
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Team lift-out
2 advisors left M••••••• A•••••••• I•• for P•• A••••••• S•••••••• L••
othertoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Cara Perrotta Gardner | Albany, Ny | Jul 15, 2020 | Jun 18, 2020 |
| Christopher Thomas Bokmuller | Albany, Ny | Jul 15, 2020 | Jun 15, 2020 |
| Steven Matthew Dolinski | Albany, Ny | Jul 15, 2020 | Jun 15, 2020 |
The rule
- Registrations ended
- Jul 15, 2020
- Registered next
- Jun 15, 2020 to Jun 18, 2020
- Branch state
- NY
- Cities
- 1, most in Albany, Ny
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 33%
- Succession by the destination
- none on the tape