DFX Intelligence
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Team lift-out
2 advisors left D••••••• S••••••••• L•• for H•••••••• A•••••••• L••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| David Lawrence Zoll | New York, Ny | May 3, 2019 | Mar 18, 2021 |
| Sarah A Pifer | New York, Ny | May 3, 2019 | Mar 18, 2021 |
The rule
- Registrations ended
- May 3, 2019
- Registered next
- Mar 18, 2021
- 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