DFX Intelligence
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Team lift-out
2 advisors left M••• A••••••• S•••••••• L•• for L•• F•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Adam Christopher Knaust | Albany, Ny | Jun 3, 2024 | May 16, 2024 |
| Nicholas Reid Kopff | Albany, Ny | Jun 3, 2024 | May 16, 2024 |
The rule
- Registrations ended
- Jun 3, 2024
- Registered next
- May 16, 2024
- Branch state
- NY
- Cities
- 1, most in Albany, Ny
- Registered there that day
- 16 (people still on IAPD; an estimate)
- Share of that headcount
- 13%
- Succession by the destination
- none on the tape