DFX Intelligence
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Team lift-out
3 advisors left M••••••••• S••••••••• I••• for L•••• F••• A••••••• S•••••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Brian Joseph Early | Great Neck, Ny | Oct 31, 2022 | Oct 14, 2022 |
| James D Lee | Great Neck, Ny | Oct 31, 2022 | Oct 14, 2022 |
| Louis Paul Orgera | Great Neck, Ny | Oct 31, 2022 | Oct 14, 2022 |
The rule
- Registrations ended
- Oct 31, 2022
- Registered next
- Oct 14, 2022
- Branch state
- NY
- Cities
- 1, most in Great Neck, Ny
- Registered there that day
- 18 (people still on IAPD; an estimate)
- Share of that headcount
- 17%
- Succession by the destination
- none on the tape