DFX Intelligence
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Team lift-out
2 advisors left I••••••••• F•••••••• P••••••• for G••• L••• A•••••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Christopher David Moak | East Syracuse, Ny | Dec 11, 2018 | Mar 29, 2021 |
| Matthew Cory Monroe | East Syracuse, Ny | Dec 11, 2018 | Apr 12, 2021 |
The rule
- Registrations ended
- Dec 11, 2018
- Registered next
- Mar 29, 2021 to Apr 12, 2021
- Branch state
- NY
- Cities
- 1, most in East Syracuse, Ny
- Registered there that day
- 348 (people still on IAPD; an estimate)
- Share of that headcount
- 0.6%
- Succession by the destination
- none on the tape