DFX Intelligence
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Team lift-out
2 advisors left W•••• C•••••• P••••••• L•• for W••••••••• I••••••••• A•••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Enri Dama | New York, Ny | Jun 21, 2024 | May 9, 2024 |
| John Thomas Preston | New York, Ny | Jun 21, 2024 | Jun 19, 2024 |
The rule
- Registrations ended
- Jun 21, 2024
- Registered next
- May 9, 2024 to Jun 19, 2024
- Branch state
- NY
- Cities
- 1, most in New York, Ny
- Registered there that day
- 7 (people still on IAPD; an estimate)
- Share of that headcount
- 29%
- Succession by the destination
- a succession within a year (Feb 18, 2025), not necessarily this firm