DFX Intelligence
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Team lift-out
2 advisors left U••••• P•••••••• F•••••••• S••••••• O• A•••••• A• L•••••• P•••••• for W••••• C••••••• M••••••••• G•••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joseph Charles Barreiro | Monroe, Ny | Aug 5, 2020 | Mar 14, 2019 |
| Marilyn Louise Vander Plaat | Monroe, Ny | Aug 5, 2020 | Mar 15, 2019 |
The rule
- Registrations ended
- Aug 5, 2020
- Registered next
- Mar 14, 2019 to Mar 15, 2019
- Branch state
- NY
- Cities
- 1, most in Monroe, Ny
- Registered there that day
- 222 (people still on IAPD; an estimate)
- Share of that headcount
- 0.9%
- Succession by the destination
- none on the tape