DFX Intelligence
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Team lift-out
3 advisors left S•••••• W••••• P•••••••• L•• for H••••••• W••••• A•••••••
BD affiliatedtono RAUMAffiliated broker-dealer or bank to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Lakshmi Nagarajan | Clifton Park, Ny | Dec 23, 2024 | Dec 16, 2024 |
| Michael Franklin Mccamy | Clifton Park, Ny | Dec 23, 2024 | Dec 20, 2024 |
| Sue Ann Donovan | Clifton Park, Ny | Dec 23, 2024 | Dec 20, 2024 |
The rule
- Registrations ended
- Dec 23, 2024
- Registered next
- Dec 16, 2024 to Dec 20, 2024
- Branch state
- NY
- Cities
- 1, most in Clifton Park, Ny
- Registered there that day
- 315 (people still on IAPD; an estimate)
- Share of that headcount
- 1.0%
- Succession by the destination
- none on the tape