DFX Intelligence
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Team lift-out
3 advisors left P•• A••••••• S•••••••• L•• for A••••••••• G•••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Lori Gluck Murphy | Albany, Ny | Dec 31, 2022 | Oct 21, 2021 |
| Marc Allen Agel | Albany, Ny | Dec 31, 2022 | Oct 21, 2021 |
| Susan Bethany Hart | Albany, Ny | Dec 31, 2022 | Oct 21, 2021 |
The rule
- Registrations ended
- Dec 31, 2022
- Registered next
- Oct 21, 2021
- Branch state
- NY
- Cities
- 1, most in Albany, Ny
- Registered there that day
- 41 (people still on IAPD; an estimate)
- Share of that headcount
- 7.3%
- Succession by the destination
- none on the tape