DFX Intelligence
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Team lift-out
2 advisors left B•••• T•••• W••••• M••••••••• L•• for P••••••
mixed wealthtomixed wealthRIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Amanda Maria Diguiseppe | New York, Ny | Jun 26, 2023 | Jun 27, 2023 |
| Christopher Mathew Sneed | New York, Ny | Jun 26, 2023 | Jun 27, 2023 |
The rule
- Registrations ended
- Jun 26, 2023
- Registered next
- Jun 27, 2023
- Branch state
- NY
- Cities
- 1, most in New York, Ny
- Registered there that day
- 33 (people still on IAPD; an estimate)
- Share of that headcount
- 6.1%
- Succession by the destination
- none on the tape