DFX Intelligence
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Team lift-out
2 advisors left K••••• A••••••• S•••••••• L•• for C••••• A••••••• G••••• L••
BD affiliatedtoindependent RIAAffiliated broker-dealer or bank to independent RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Paresh B Shah | Hicksville, Ny | Feb 5, 2021 | Feb 4, 2021 |
| Tom Patrick Homestead | Hicksville, Ny | Feb 5, 2021 | Feb 9, 2021 |
The rule
- Registrations ended
- Feb 5, 2021
- Registered next
- Feb 4, 2021 to Feb 9, 2021
- Branch state
- NY
- Cities
- 1, most in Hicksville, Ny
- Registered there that day
- 971 (people still on IAPD; an estimate)
- Share of that headcount
- 0.2%
- Succession by the destination
- none on the tape