DFX Intelligence
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Team lift-out
2 advisors left B•••• I••••••••• U••• L•• for B•••• A••••••• U••• I•••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Matthew Thomas Hunkele | New York, Ny | Aug 15, 2022 | Aug 4, 2020 |
| Zachary Douglas Zanghi | New York, Ny | Aug 15, 2022 | Aug 4, 2020 |
The rule
- Registrations ended
- Aug 15, 2022
- Registered next
- Aug 4, 2020
- Branch state
- NY
- Cities
- 1, most in New York, Ny
- Registered there that day
- 4 (people still on IAPD; an estimate)
- Share of that headcount
- 50%
- Succession by the destination
- none on the tape