DFX Intelligence
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Team lift-out
2 advisors left A••••• A•• P••••••• S••••••• for N•••••• A•••••••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Robert Francis Rom | Melville, Ny | Apr 9, 2021 | Apr 5, 2021 |
| Scott Jason Israel | New York, Ny | Apr 9, 2021 | Apr 6, 2021 |
The rule
- Registrations ended
- Apr 9, 2021
- Registered next
- Apr 5, 2021 to Apr 6, 2021
- Branch state
- NY
- Cities
- 2, most in Melville, Ny
- Registered there that day
- 980 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- a succession within a year (Nov 1, 2021), not necessarily this firm