DFX Intelligence
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Team lift-out
4 advisors left S••••• T•••• A•••••••• L•• for N•• E••• W•••••
independent RIAtoBD affiliatedRIA to affiliated broker-dealer or bankderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Adam Michael Betancourt | New York, Ny | Dec 1, 2025 | Nov 17, 2025 |
| Alexander Shapses | New York, Ny | Dec 1, 2025 | Nov 14, 2025 |
| Dominick J Trapasso | New York, Ny | Dec 1, 2025 | Dec 3, 2025 |
| Justin Castenskiold Waterman | New York, Ny | Dec 1, 2025 | Nov 14, 2025 |
| Sarah N Silverio | New York, Ny | Dec 1, 2025 | Nov 14, 2025 |
The rule
- Registrations ended
- Dec 1, 2025
- Registered next
- Nov 14, 2025 to Nov 17, 2025
- Branch state
- NY
- Cities
- 1, most in New York, Ny
- Registered there that day
- 31 (people still on IAPD; an estimate)
- Share of that headcount
- 13%
- Succession by the destination
- none on the tape