DFX Intelligence
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Team lift-out
2 advisors left E•• F•••••••• A••••••• for J••• M••••• S••••••••• L••
independent RIAtowirehouseRIA to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Joseph Lefebvre | Hauppauge, Ny | Sep 14, 2023 | Nov 2, 2023 |
| William P. Hermanek | Hauppauge, Ny | Sep 14, 2023 | Sep 26, 2023 |
The rule
- Registrations ended
- Sep 14, 2023
- Registered next
- Sep 26, 2023 to Nov 2, 2023
- Branch state
- NY
- Cities
- 1, most in Hauppauge, Ny
- Registered there that day
- 379 (people still on IAPD; an estimate)
- Share of that headcount
- 0.5%
- Succession by the destination
- none on the tape