DFX Intelligence

RIA Intelligence

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Team lift-out

7 advisors left S•• W••••• for C••••• P••••••• L••

independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
AdvisorBranchLeftRegistered
Alexandera Minna RudishNew York, NyMar 15, 2023Mar 28, 2023
Amanda DekkiNew York, NyMar 15, 2023Mar 27, 2023
Andrew Ringwood HoercherNew York, NyMar 15, 2023Mar 28, 2023
Tara Damarida VagnoneNew York, NyMar 15, 2023Mar 28, 2023
Tara Elizabeth CarleyNew York, NyMar 15, 2023Mar 28, 2023
Caroline Elizabeth HirtNew York, NyMar 17, 2023Mar 27, 2023
Robert James SollazzoNew York, NyMar 17, 2023Mar 30, 2023
The rule
Registrations ended
Mar 15, 2023 to Mar 17, 2023
Registered next
Mar 27, 2023 to Mar 30, 2023
Branch state
NY
Cities
1, most in New York, Ny
Registered there that day
114 (people still on IAPD; an estimate)
Share of that headcount
6.1%
Succession by the destination
none on the tape
Other teams out of S•• W•••••Other teams into C••••• P••••••• L••