DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for L•• F•••••••• L••
wirehousetoindependent RIAWirehouse to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Linda Louise Roman | New York, Ny | Jun 6, 2022 | Jun 1, 2022 |
| Theresa M Fragale | New York, Ny | Jun 6, 2022 | Jun 1, 2022 |
The rule
- Registrations ended
- Jun 6, 2022
- Registered next
- Jun 1, 2022
- Branch state
- NY
- Cities
- 1, most in New York, Ny
- Registered there that day
- 14,052 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape