DFX Intelligence
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Team lift-out
2 advisors left P•••••• for T•••• V••• P•••••• W•••••
mixed wealthtono RAUMRIA to a newly registered adviserderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|
The rule
- Registrations ended
- May 21, 2025
- Registered next
- May 22, 2025 to Jun 5, 2025
- Branch state
- NY
- Cities
- 1, most in New York, Ny
- Registered there that day
- 38 (people still on IAPD; an estimate)
- Share of that headcount
- 5.3%
- Succession by the destination
- none on the tape