DFX Intelligence
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Team lift-out
2 advisors left W••••••••• P•••••••• L•• for L••••• E••• A•••••••
independent RIAtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Barry Howard Gladstein | New York, Ny | Nov 1, 2023 | Nov 1, 2023 |
| Kevin Marshall Brooks | New York, Ny | Nov 1, 2023 | Nov 1, 2023 |
The rule
- Registrations ended
- Nov 1, 2023
- Registered next
- Nov 1, 2023
- Branch state
- NY
- Cities
- 1, most in New York, Ny
- Registered there that day
- 19 (people still on IAPD; an estimate)
- Share of that headcount
- 11%
- Succession by the destination
- none on the tape