DFX Intelligence
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Team lift-out
2 advisors left T•••• F•••••••• A•••••••• L•• for U••••• C•••••• F•••••••• A•••••••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| James Joseph Piangozza | Bethpage, Ny | May 16, 2019 | May 10, 2019 |
| Patricia R Vitale | Bethpage, Ny | May 16, 2019 | Mar 30, 2021 |
The rule
- Registrations ended
- May 16, 2019
- Registered next
- May 10, 2019 to Mar 30, 2021
- Branch state
- NY
- Cities
- 1, most in Bethpage, 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