DFX Intelligence
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Team lift-out
2 advisors left B••• W••••• A••••••• L•• for C••••• P••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Benjamin Albert Pace | New York, Ny | Feb 12, 2025 | Aug 12, 2021 |
| Lawrence Ben Weissman | New York, Ny | Feb 12, 2025 | Apr 7, 2022 |
The rule
- Registrations ended
- Feb 12, 2025
- Registered next
- Aug 12, 2021 to Apr 7, 2022
- 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