DFX Intelligence
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Team lift-out
2 advisors left S•••••• G•••• W••••• M••••••••• I••• for H•••••• J• S••• C•••••• M••••••••• I•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Jan 10, 2025 to Jan 13, 2025
- Registered next
- Jan 16, 2025 to Jan 17, 2025
- Branch state
- NY
- Cities
- 1, most in New York, Ny
- Registered there that day
- 6 (people still on IAPD; an estimate)
- Share of that headcount
- 33%
- Succession by the destination
- none on the tape