DFX Intelligence
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Team lift-out
2 advisors left C••••••••• I••••••••• L•• for N••••• A•••• M••••••••• L••
mixed wealthtomixed wealthRIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Daniel Schwartz | New York, Ny | Oct 7, 2020 | Nov 17, 2020 |
| Bradford Lee Rowbotham | New York, Ny | Oct 12, 2020 | Dec 2, 2020 |
The rule
- Registrations ended
- Oct 7, 2020 to Oct 12, 2020
- Registered next
- Nov 17, 2020 to Dec 2, 2020
- Branch state
- NY
- Cities
- 1, most in New York, Ny
- Registered there that day
- 39 (people still on IAPD; an estimate)
- Share of that headcount
- 5.1%
- Succession by the destination
- none on the tape