DFX Intelligence
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Team lift-out
2 advisors left C••••• A••••••• G••••• L•• for M••••••• W••••• A••••••• L••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- May 31, 2024
- Registered next
- Apr 3, 2024
- Branch state
- NY
- Cities
- 1, most in Hicksville,, Ny
- Registered there that day
- 69 (people still on IAPD; an estimate)
- Share of that headcount
- 2.9%
- Succession by the destination
- none on the tape