DFX Intelligence
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Team lift-out
2 advisors left M••••• S•••••• for E••••• P•••••• W•••••• L••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Luke C Mcgrath | Purchase, Ny | Feb 16, 2026 | Feb 13, 2026 |
| Brett A Cohen | New York, Ny | Feb 19, 2026 | Feb 13, 2026 |
The rule
- Registrations ended
- Feb 16, 2026 to Feb 19, 2026
- Registered next
- Feb 13, 2026
- Branch state
- NY
- Cities
- 1, most in New York, Ny
- Registered there that day
- 22,412 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape