DFX Intelligence
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Team lift-out
2 advisors left E••••••• for M••••• F••• W••••• M••••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- Mar 13, 2025 to Mar 19, 2025
- Registered next
- Apr 10, 2025 to May 30, 2025
- Branch state
- NY
- Cities
- 1, most in New York, Ny
- Registered there that day
- 28 (people still on IAPD; an estimate)
- Share of that headcount
- 7.1%
- Succession by the destination
- none on the tape