DFX Intelligence
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Team lift-out
2 advisors left W•••• F•••• A••••••• for C•••••••• G••••• M•••••• I•••
wirehousetoBD affiliatedWirehouse to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Marlen Katz | New York, Ny | Jan 4, 2022 | Apr 4, 2022 |
| Nancy Elizabeth Sheerin-Floros | Melville, Ny | Jan 10, 2022 | Apr 5, 2022 |
The rule
- Registrations ended
- Jan 4, 2022 to Jan 10, 2022
- Registered next
- Apr 4, 2022 to Apr 5, 2022
- Branch state
- NY
- Cities
- 2, most in New York, Ny
- Registered there that day
- 14,133 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape