DFX Intelligence
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Team lift-out
2 advisors left O••••••• C•• L•• for L•••
asset managertoindependent RIAOtherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Keri Robyn Kutakoff | New York, Ny | Feb 12, 2026 | Dec 8, 2025 |
| Thomas G Petrocelli | New York, Ny | Feb 12, 2026 | Dec 8, 2025 |
The rule
- Registrations ended
- Feb 12, 2026
- Registered next
- Dec 8, 2025
- Branch state
- NY
- Cities
- 1, most in New York, Ny
- Registered there that day
- 2 (people still on IAPD; an estimate)
- Share of that headcount
- 100%
- Succession by the destination
- none on the tape