DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for O••••••• B•• W••••• P•••••••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Andrew Miles Rosman | Woodbury, Ny | Jul 14, 2022 | Jul 25, 2022 |
| Lyle Stewart Rosman | Garden City, Ny | Jul 14, 2022 | Jul 25, 2022 |
The rule
- Registrations ended
- Jul 14, 2022
- Registered next
- Jul 25, 2022
- Branch state
- NY
- Cities
- 2, most in Garden City, Ny
- Registered there that day
- 14,003 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape