DFX Intelligence
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Team lift-out
3 advisors left W••••••••• A••••••• for J••• M••••• S••••••••• L••
independent RIAtowirehouseRIA to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Michael Carter | New York, Ny | May 27, 2022 | May 31, 2022 |
| Meghan Bergman | New York, Ny | May 27, 2022 | May 31, 2022 |
| Michael Roman Kuziw | New York, Ny | May 27, 2022 | May 27, 2022 |
The rule
- Registrations ended
- May 27, 2022
- Registered next
- May 27, 2022 to May 31, 2022
- Branch state
- NY
- Cities
- 1, most in New York, Ny
- Registered there that day
- 11 (people still on IAPD; an estimate)
- Share of that headcount
- 27%
- Succession by the destination
- none on the tape