DFX Intelligence
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Team lift-out
2 advisors left G•••••••• W••••• A••••••• L•• for M••••• W••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Elizabeth Saunders Brozena | New York, Ny | Jan 3, 2022 | Jan 3, 2022 |
| Thomas Wood Ausfahl | Rye, Ny | Jan 3, 2022 | Jan 3, 2022 |
The rule
- Registrations ended
- Jan 3, 2022
- Registered next
- Jan 3, 2022
- Branch state
- NY
- Cities
- 2, most in Rye, Ny
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape