DFX Intelligence
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Team lift-out
3 advisors left D••••••• B••• S••••••••• I••• for C••• P•••••• W•••••• L••
mixed wealthtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Lori B Jackson | East Rockaway, Ny | Dec 18, 2023 | Aug 17, 2026 |
| Santo S Vicenzino | Scarsdale, Ny | Dec 18, 2023 | Jul 18, 2026 |
| Jeffrey John Whalen | Stony Brook, Ny | Dec 19, 2023 | Oct 7, 2024 |
The rule
- Registrations ended
- Dec 18, 2023 to Dec 19, 2023
- Registered next
- Oct 7, 2024 to Aug 17, 2026
- Branch state
- NY
- Cities
- 3, most in East Rockaway, Ny
- Registered there that day
- 15 (people still on IAPD; an estimate)
- Share of that headcount
- 20%
- Succession by the destination
- none on the tape