DFX Intelligence
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Team lift-out
2 advisors left M•••• F•••••••• A••••••• L•• for A•••• • A••••••• G••••• P•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Hal William Brown | New York, Ny | Feb 21, 2025 | Jan 24, 2025 |
| Jonathan Greene | New York, Ny | Feb 28, 2025 | Jan 29, 2025 |
The rule
- Registrations ended
- Feb 21, 2025 to Feb 28, 2025
- Registered next
- Jan 24, 2025 to Jan 29, 2025
- Branch state
- NY
- Cities
- 1, most in New York, Ny
- Registered there that day
- 37 (people still on IAPD; an estimate)
- Share of that headcount
- 5.4%
- Succession by the destination
- none on the tape