DFX Intelligence
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Team lift-out
3 advisors left M••••• S•••••• for I•••••• A•••••••• L••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brianna Michelle Melahn | Purchase, Ny | Oct 15, 2020 | Oct 13, 2020 |
| Naoka Nakagawa | Purchase, Ny | Oct 15, 2020 | Oct 13, 2020 |
| Julia Anne Teresa Peloso-Barnes | Purchase, Ny | Oct 20, 2020 | Oct 9, 2020 |
The rule
- Registrations ended
- Oct 15, 2020 to Oct 20, 2020
- Registered next
- Oct 9, 2020 to Oct 13, 2020
- Branch state
- NY
- Cities
- 1, most in Purchase, Ny
- Registered there that day
- 16,479 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape