DFX Intelligence
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Team lift-out
2 advisors left C••••••••• I••••••••• L•• for C•••••• V•••• M••••••••• L••
mixed wealthtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joy Prefer Cohen | New York, Ny | Oct 7, 2020 | Apr 5, 2024 |
| Linda Michelle Sherman | New York, Ny | Oct 7, 2020 | Apr 5, 2024 |
The rule
- Registrations ended
- Oct 7, 2020
- Registered next
- Apr 5, 2024
- 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