DFX Intelligence
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Team lift-out
3 advisors left L•••••• W••••• M••••••••• L•• for U••• C•••••• W••••• A•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| John Mcdermott | New York, Ny | Dec 31, 2024 | Jan 7, 2025 |
| Keith Hassan | New York, Ny | Dec 31, 2024 | Jan 7, 2025 |
| Kenneth Mathieson | New York, Ny | Jan 7, 2025 | Jan 13, 2025 |
The rule
- Registrations ended
- Dec 31, 2024 to Jan 7, 2025
- Registered next
- Jan 7, 2025 to Jan 13, 2025
- Branch state
- NY
- Cities
- 1, most in New York, Ny
- Registered there that day
- 12 (people still on IAPD; an estimate)
- Share of that headcount
- 25%
- Succession by the destination
- none on the tape