DFX Intelligence
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Team lift-out
2 advisors left A•••• P•••••• W••••• M••••••••• L•• for G•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brendan Thomas Walsh | Albany, Ny | Apr 23, 2024 | May 9, 2024 |
| Lissa Maria Mcnaughton | Albany, Ny | Apr 23, 2024 | May 9, 2024 |
The rule
- Registrations ended
- Apr 23, 2024
- Registered next
- May 9, 2024
- Branch state
- NY
- Cities
- 1, most in Albany, Ny
- Registered there that day
- 10 (people still on IAPD; an estimate)
- Share of that headcount
- 20%
- Succession by the destination
- none on the tape