DFX Intelligence
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Team lift-out
5 advisors left A••••• A•• P••••••• S••••••• for F••••••• P••••••• A•• W•••••••• A•••••••
BD affiliatedtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Adam Kohler | Melville, Ny | Nov 13, 2020 | Nov 23, 2020 |
| Courtney E. Foster | Melville, Ny | Nov 13, 2020 | May 6, 2021 |
| Janet Kang | New York, Ny | Nov 13, 2020 | Jun 18, 2021 |
| Michael Bergum | Amherst, Ny | Nov 13, 2020 | Nov 25, 2020 |
| Michael J. Pinto | New York, Ny | Nov 13, 2020 | Feb 22, 2021 |
The rule
- Registrations ended
- Nov 13, 2020
- Registered next
- Nov 23, 2020 to Jun 18, 2021
- Branch state
- NY
- Cities
- 3, most in Melville, Ny
- Registered there that day
- 1,255 (people still on IAPD; an estimate)
- Share of that headcount
- 0.4%
- Succession by the destination
- none on the tape